The judging panel for the inaugural SIA: Impact Awards 2018 is independent of Worthstone and drawn from impact and financial services sector experts. This panel will be responsible for selecting Impact Champions in each of the below categories to be profiled at the forthcoming Social Investment Academy on 8th November 2018. See below for who the first […]
We got in touch with Stephen Jones from Clear Solutions Tax and Wealth Management to learn about how he equipped himself to advise his clients on social impact investment. What made him take the first step? Click on the image below to download a PDF copy: – Other case studies that may be of interest: […]
The UN’s Sustainable Development Goals (SDGs) outline the most pressing economic, social and environmental issues that face our society The financial services sector increasingly view the SDGs as a potential framework for measuring, managing and reporting on social impact The Goals create a common language with which to shape and articulate an investment strategy centred […]
Agricultural chemical giant, Monsanto, has once again hit the news for all the wrong reasons. It is the subject of a lawsuit for allegedly causing cancer through its flagship weed killer, Roundup. How does this relate to you? This landmark legal case is just the latest controversy of a series dating back many decades including […]
Below we share a testimony from one of our ACT graduates – Peachy Dunne from Aqua IFA Ltd. Peachy is a newly qualified IFA. She agreed to share her feedback on the Adviser Competency Training (ACT) for social investment manual, her experiences of finding out about social impact investing (SII), the shifting client views she’s […]
Triodos Bank, a leading ethical bank, have launched an Innovative Finance ISA (IFISA) offering investors access to bonds issued by charities and other social organisations. The platform offers a range of opportunities enabling people to invest directly in equity or bonds issued by organisations delivering positive social and environmental impacts. Crucially, the bonds are eligible to be held […]