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Due to more of my clients showing interest in this area, I’m going for the first time because I see a growing commercial reason to learn more about social investments from the real experts in this field and to see how these types of investments might benefit my clients and the greater good. William Self […]
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 […]
On the 12th October 2017, UN PRI and PwC published a report outlining “why the investment community should adopt an active role in achieving real world impact through implementation of the SDGs.” On the UN PRI website they outline the 5 key messages from the report: The SDGs represent the globally agreed world’s most pressing […]
We’ve done the legwork for you and here are 3 news-worthy items to keep you up to date on the latest sector news: Nobel Prize winner Richard H. Thaler recently won “for his contributions to behavioural economics”, here’s a topical paper released here for the first time focusing on impact investing from a behavioural economic viewpoint. […]
In the run up to our Social Investment Academy on the 29th November 2017, we asked our affiliate supporters how capital managed through their funds is a force for good and this is what they said… “The Columbia Threadneedle UK Social Bond Fund is run in partnership with Big Issue Invest (BII), the social investment arm of […]
As I see it – life ain’t always fair. You can work hard, have good intentions and the like, but sometimes that doesn’t cut it. I feel immensely fortunate and privileged to have the life I have and I know my clients all feel the same, whatever their story and whatever their struggle. I also […]