Social Investment research study on behalf of the Charity Commission in England and Wales

Bayes CCE worked in partnership with the Charity Commission on the updated CC14 guidance

This research project explored the understanding of social investment as described in its guidance on investment (CC14). The project was led by Professor Paul Palmer and Honorary Visiting Fellow David Rowe, supported by Mackenzie Chapman.

Approach and scope

Over the course of five months, the team interviewed over 50 organisations with the aim of gaining an understanding of where the charity sector stood with regard to social investment as previously described in the guidance.

It should be noted that under the agreed scope of the project, no consideration of any aspects of ethical or responsible investment was included. The study sought to inform the Commission on the understanding of the language used in CC14 and how it could be improved. Getting a wide range of views was therefore vitally important and a unique opportunity for organisations to support the drafting of the guidance for the benefit of the sector.

This project was approved by the Bayes Business School, City, University of London Ethics Committee. All data and comments from those who participated will be kept confidential and will not identifiable unless permission is given.

Letter from the Charity Commission