Stay informed in this
fast-changing world of
sustainable investing.
For those of you with clients in sustainable investments, the FCA’s Sustainable Disclosure Requirements (SDR) will disrupt the landscape. All will be revealed soon, with the publication of the final guidelines expected in September. Whilst we’re hopeful SDR brings more clarity and confidence to the market, we are not kidding ourselves that it’s a panacea, […]
April sees the 1-year anniversary of the Wellth Impact Investment Portfolios. The goal of the portfolios is to maximise positive impact as well as delivering long-term financial returns. As sustainable impact investing specialists, Worthstone’s analysis identifies the best sustainable funds from an impact perspective for inclusion in the portfolios. The Worthstone universe comprises the entire […]
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 […]