Impact investing portfolio construction
Impact Investing allows you to make a positive return for wealth and world. It’s not just about screening out; it’s about intentionally placing capital where there’s a need.
Put simply, it allows you to invest in companies that generate the most positive impact and do the least harm.
We equip financial planners with the tools to look beneath the label of a fund, ensure capital really is doing good and prove it with robust data.
How do we help financial planners look beneath the label of a fund?
The short answer is through our Impact Portal – an online tool for financial advisers to quickly and easily gauge (as well as compare) the impact of a fund based on five key measures (of which ESG is just one).
The long answer is that we combine a decade of experience and knowledge with ongoing research, analysis and input from our community of financial planners to refine a tool that lets you look beneath the label of an investment to see the full picture.
“Worthstone isn’t beholden to fund management groups, so the Impact Portal is completely independent.”
Helen Lovett
Chief Operating Officer, Foster Denovo