Advisers and wealth managers have their say: 7 key messages! The Government Inclusive Economy Unit wanted to seek the views of UK advisers and wealth managers, and commissioned Worthstone to carry out this research which informed the Advisory Group to government report “Creating a culture of social impact investing” published by the DCMS on the […]
EMBARGOED: 00.01AM 14 November 2017 Government report shedding new light on social impact investing The Government’s “Growing a Culture of Social Impact Investing in the UK” report is released today. It identifies a growing demand for this type of investing and includes recommendations and practical tools to help IFAs meet their clients’ needs. Worthstone, the […]
“I decided to go to the SIA because I recently attended an inspiring presentation from Gavin about Worthstone’s work including interesting developments in the industry. Having advised on socially responsible investments for over 15 years, I did not hesitate to book my attendance at the SIA to hear more inspiring stories, share ideas with like-minded […]
Due to more of my clients showing interest in this area, I’m going for the first time because I see a growing commercial reason to learn more about social investments from the real experts in this field and to see how these types of investments might benefit my clients and the greater good. William Self […]
Advisers commonly ask us “How do you structure a dialogue on social impact investments to draw out a client’s interest in this area without taking them on a guilt trip?!” Every investment has an impact but how can you start to categorise what those impacts might be in order to better understand client objectives, manage […]
On the 12th October 2017, UN PRI and PwC published a report outlining “why the investment community should adopt an active role in achieving real world impact through implementation of the SDGs.” On the UN PRI website they outline the 5 key messages from the report: The SDGs represent the globally agreed world’s most pressing […]