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News & Thoughts

MARKET UPDATE 7/9/16

Market Update: 3 ways that Worthstone is having an impact in the social investment sector 1.  PRESS RELEASE: London and Belfast planners back sustainable investment hub   2.  VIDEO: Hear one of our Founder Partners – Chris Holmes (Almus Wealth) – talk about social impact investing   3.  READ: How SITR and SIBs are opening up opportunities for IFAs to make a […]

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Social Investment Academy

Social Investment Academy Mar 2016 – Impact report

Please click here to download the report as a pdf. This report is designed to document Worthstone’s impact following the March 2016 Social Investment Academy. Our vision is to see social impact investment established as an integral part of the financial planning process for individual investors in the UK and this event is the largest gathering […]

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News & Thoughts

MARKET UPDATE: Cabinet Office tell us how Brexit will impact social investment

What are some of the key figures in the social investment market saying about the unexpected result of the EU referendum? “the EU Referendum did demonstrate that big questions, built up over many decades, are present in our country….The divides that the referendum has revealed make a strong civil society even more important. We all […]

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News & Thoughts

BLOG: Social Investment OR Socially Responsible Investment: what’s the difference?

The key to understanding the difference between Socially Responsible Investment / Sustainable and Responsible Investment (SRI) and Social Investment (SI) is first to establish our meaning and understanding of the terms because it is a murky world of overlapping phrases and terminology . Figure 1. Common examples of the crossover of terminology Due to this […]

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News & Thoughts

BLOG: In brief: GIIN Annual Impact Investor Survey 2016

The Global Impact Investing Network (GIIN) published their sixth Annual Impact Investor Survey Data was collected globally from 158 separate impact investing organisations and respondents included: fund managers, foundations, banks, development finance institutions, family offices, pension funds and insurance companies. Survey highlights Survey respondents committed a total of $15.2 billion to impact investments in 2015 and plan […]