Epworth Investment Management

Description With roots dating back to 1960, Epworth is an investment manager dedicated to serving the needs of Churches and Charities. We are stewards of our investors’ money and carefully select investments using Christian ethical criteria. Epworth manages assets of around £1.3bn (30.06.2020) and is wholly owned by the Central Finance Board of the Methodist Church. Approach We believe our Christian ethical approach is unique. We start by asking what makes a good company, in every respect, and use Christian ethics as our guide. We invest in sustainable companies and engage with their management to influence behaviour and ensure they are acting in a responsible way. Companies that do not meet our investors’ ethical requirements will be excluded. We take an active approach to investment management, believing this is the best way to add value for our investors. We help control risk by investing only in sustainable companies. Aware that fees can be a significant drag on returns over time, we look to keep our costs fair and competitive. It is the combination of these factors that we believe provides the foundation to provide the good long term returns on which our investors depend. We are committed to the UK Stewardship Code, Principles for Responsible Investment and the Montréal Pledge. We work closely with a number of organisations to improve ethical standards, most notably the Church Investors Group.