Gavin, Founder and CEO at Worthstone, chatted to Dan Atkinson, Head of Technical at EQ Investors, for a Q&A on social impact investing as part of a paraplanner monthly webinar series. They covered topics such as: what is social impact investing and how it differs from ethical investing how to research and review funds and […]
Tune in to the NextGen Planners Podcast – Episode 35 – to hear Gavin, our Founder and CEO, discuss with Adam Carolan why the Next Generation need to be aware of Social Impact Investing (SII). Adam asks Gavin about: His background and career to date Why he setup Worthstone What is Social Impact Investing and […]
Providing insight to help adviser conversations on social impact investing with clients! Government asked Worthstone to review the current social impact investment opportunities, identifying and categorising them in terms of their investment return and social impact. This forms part of the Advisory Group to government report “Creating a culture of social impact investing” published by […]
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 […]
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 […]