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. […]
ESG ratings inflation is making global inflation look moderate. The number of funds in our universe that score the maximum 5/5 has risen from just 10% two years ago (at the height of explosive growth in the number of sustainable funds) to over 55% today. We’ve observed ESG score inflation consistently each quarter since then, […]
“Worthstone isn’t beholden to fund management groups, so the Impact Portal is completely independent.” Helen Lovett, Chief Operating Officer, Foster Denovo Foster Denovo is a firm of financial planners offering bespoke financial advice to private clients, businesses and charities throughout the UK. When looking for specialist research support for its sustainable investment solution, the firm […]
When a client says they want to do good with their money, how do you make sure it happens? With the profile of sustainable investment growing significantly in recent years – a trend that only accelerated during the pandemic – clients are increasingly looking for ways to make their money do good. But how do […]
A new model impact investment portfolio service designed for financial planners is set to launch in early 2022. Impact investment specialist, Worthstone, has partnered with wealth managers Helm Godfrey in a joint initiative called Wellth Impact to offer authentic and competitively priced impact investment portfolios. Helm Godfrey will manage these discretionary model portfolios. Underpinned by […]
Annette Hender, Taylor Made Financial Planning “We’d been interested in impact investing for a very long time, but benchmarking non-financial performance is really difficult. In our quest for a business that could help us measure the impact of an investment, Worthstone stood out.” Annette Hender, Partner & Chartered Financial Planner, Taylor Made Financial Planning Taylor […]