Stay informed in this
fast-changing world of
impact investing.
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 […]
Brittany Wheeler and Paul Hearnden, Hearnden Associates “The portfolio reporting tool generates a bespoke report for clients to show the aggregate impact of the whole portfolio in a clear and visual way. Our clients really like it, plus it saves us time and sets us apart.” Brittany Wheeler and Paul Hearnden, Hearnden Associates Independent financial […]