Impact Investment Academy

SDR Labels Incoming!

Click here for latest updates.

  • Sustainability Impact TM
  • Sustainability Mixed Goals TM
  • Sustainability Focus TM
  • Sustainability Improvers TM

The Academy brings together the people and the companies leading sustainable investing in the financial adviser sector.

Join us.

When a client says they want to do good with their money, how do you include that objective into their financial plan and make sure it happens?

With the profile of sustainable investment growing significantly in recent years – a trend that will only accelerate with the introduction of SDR labelled products – clients will increasingly look for ways to make their money do good and need reassurance there’s no greenwashing in the mix.

But how do you know what good really looks like?

With SDR labels entering the financial services vernacular and new Anti-Greenwashing rules to be embraced, the market is recalibrating and it’s difficult for advisers to know what’s under the bonnet of each fund, or portfolio and how they compare.

Hear from leaders in the sustainable investment sector to equip you with the latest thinking on solutions to meet your interested clients needs in this progressive market.

Now in its 11th year, the Academy takes place at BAFTA, Piccadilly and welcomes top-tier delegates, expert panellists and speakers.

An inspiring day of content covering the biggest issues in the sustainable finance sector, with an audience of financial advisers, fund selectors and market influencers. The conference will wrap up with a drinks reception for all attendees.

Why should you attend:

Bringing together more than 250 investment professionals including advisers, fund selectors, asset managers and market influencers, the 2024 Impact Investment Academy will help you to really understand the market at this pivotal time.

Together with our expert panel and keynote speakers, we’ll unpick the greenwashing and arm advisers with the knowledge and tools to make sure that when clients think their money is doing good, it actually is.

Why do so many delegates keep coming back:

– Inspired by the quality of content from the leaders of sustainable finance in the UK.

– Learning about the latest developments in stewardship and engagement, as well as regulation (e.g. SDR and the Anti-Greenwashing rules).

– Networking with peers, old and new contacts interested in sustainable investing.

Outcome from the day:

– Certified CPD hours

– Increased awareness of the variety of investments that generate positive impact.

– Better understanding of how to discuss sustainable investments with clients.

Join this unmissable event and leave knowing you can help your clients find the funds that truly align with their values.

Our headline speakers and expert panel will be announced soon but for those keen to secure tickets early, you can buy your tickets here.

“A very stimulating and thought provoking day. I feel empowered to have more in depth conversations with my clients about sustainable investing”

Shauna Bevan, Head of Investment Advisory, RiverPeak Wealth


Highlights from Impact Investment Academy 2023

The last decade has seen significant changes to the industry and to the nature of sustainable investing itself. We want to thank you for your own contribution to these exciting developments.

Impact Investment Academy Programmes

Browse our programmes below to receive an insight into the speakers and topics we have covered at previous academies.

2023
2022
2021
2020

About us

Worthstone is an independent B Corp. For well over a decade, we’ve been helping financial advisers walk the talk. Why? Because done right, impact investment means returns for everyone.

Through our pioneering Impact Portal, our comprehensive rating system examines all aspects of impact investment giving advisers the full picture so they can make sure their clients’ money is doing exactly what they’d intended.