When we talk of risk we should look at two factors that increase, or decrease, that risk: The nature of the investment i.e. the different characteristics of an investment into equity as opposed to a loan and The nature of the investee businesses i.e. the way in which private limited companies behave as opposed to […]
– The Minister for Civil Society outlined the government’s commitment to Worthstone’s new accredited training initiative. – Rob Wilson MP addressed top tier wealth adviser firms at the Social Investment Academy on 2nd March, announcing that “73% of investors are now interested in making a social investment. This market will be taking off and I […]
1. CPD Accredited The Social Investment Academy (SIA) is accredited as structured CPD by both the CISI and PFS, offering an immersive experience and understanding of Social Investment Tax Relief (SITR). 2. Get connected to the leading market influencers Over 100 top tier financial planners, wealth managers, family offices and investment managers as well as […]
1. CPD Accredited The Social Investment Academy (SIA) is accredited as structured CPD by both the CISI and PFS, offering an immersive experience and understanding of Social Investment Tax Relief (SITR). 2. Get connected to the leading market influencers Over 100 top tier financial planners, wealth managers, family offices and investment managers as well as […]
We are extremely excited to announce that the Social Investment Academy is now CPD accredited by the PFS! Be sure to take advantage of this great CPD opportunity and book tickets today. PFS CPD event accredited – Demonstrates the quality of an event and that it meets PFS member CPD scheme requirements.
Social impact investing is a way of investing into a company or fund to produce a defined, positive social outcome with the intention of a return on capital and a possibility of a yield over and above the principle. As a relatively recent development in the investment sector, we have collected 5 key messages we […]