CASE STUDY: Impact + returns = the best of both worlds

Chris, Chartered MCSI and MD at Ayres Punchard Investment Management Ltd, has found he can create more impactful portfolios that also reach clients’ financial goals.

How did he get the best of both worlds? Click on the image below to see a PDF copy:  –

To come and network with other IFAs, like Chris, at this year’s Social Investment Academy – see the agenda and book your tickets >>HERE<<. 

Other case studies that may be of interest: –

An adviser’s first step to impact investment – How Stephen Jones equipped himself to advise his clients on social impact investment.

Does attending an event actually move us forward? Nanette Strover’s one year journey from her first SIA.