Wellth Portfolios to offer “transparent and authentic” sustainable investment options, using the complementary technologies of Worthstone and Collidr Worthstone, the sustainable investment specialist, has selected Collidr to manage the Wellth Sustainable Investment Portfolios. The portfolios are offered currently to end investors through more than 10 adviser firms and growing. As part of the collaboration, Collidr […]
Our research shows that the number of new sustainable fund launches has fallen off a cliff since the announcement of the FCAs Sustainability Disclosure Requirements (SDR). Worthstone analyses the entire sustainable fund market available to UK investors. Since 2004 (the birth of the term ‘ESG’) there have been steady increases in the number of new […]
The FCA has just announced that the final Sustainability Disclosure Requirements (SDR) will be published by the end of the year instead of Q3. The anti-greenwashing rule is still expected to come into force immediately upon publication of the final policy statement. Adviser debate on the ambiguity of sustainable investment labels and the potential to […]
For those of you with clients in sustainable investments, the FCA’s Sustainable Disclosure Requirements (SDR) will disrupt the landscape. All will be revealed soon, with the publication of the final guidelines expected in September. Whilst we’re hopeful SDR brings more clarity and confidence to the market, we are not kidding ourselves that it’s a panacea, […]
April sees the 1-year anniversary of the Wellth Impact Investment Portfolios. The goal of the portfolios is to maximise positive impact as well as delivering long-term financial returns. As sustainable impact investing specialists, Worthstone’s analysis identifies the best sustainable funds from an impact perspective for inclusion in the portfolios. The Worthstone universe comprises the entire […]
A question I wrestled with when B Corporation (or B Corp) first launched in the UK in 2015. After observing the initial developments and seeking the council of respected early adopters we eventually decided to go for it! Fast forward and this week we celebrated passing our assessment for recertification, a requirement every three years. […]