Our approach to deploying our surplus liquid funds

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We set out the key elements of this approach in the linked statement.

Ethical stance

Our approach to managing our business is informed by our vision of “a world where social purpose organisations have the financial resources they need to create a better society for all”.

We seek to follow good business processes in all that we do: for instance we have adopted such codes as the HM Revenue & Customs Code of Practice on Taxation for Banks ; and we are an accredited Living Wage Employer and a founding member of the Responsible Finance Association.

We try to deploy the amounts we hold that are surplus to our immediate requirements in a way that is consistent with our values, but we are subject to constraints imposed by the nature of the places available for us to put our money given the amounts we have to invest and our risk appetite.

Statement of our approach to deploying our surplus liquid funds