Be equipped to offer social impact investment advice to your clients.
IntroductoryFREE |
Affiliate*£25+VAT/mth. (12 month minimum subscription) |
Partner*£170+VAT/mth. (12 month minimum subscription) |
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For those wanting regular sector updates |
For those wanting to increase your knowledge in the sector |
For those wanting to become fully informed and active impact advisers |
| Upgrade Now | Upgrade Now | Upgrade Now |
| 1 Concurrent user | 1 Concurrent user | 4 Concurrent users |
| Monthly newsletters | Monthly newsletters | Monthly newsletters |
| Sector blogs and case studies | Sector blogs and case studies | Sector blogs and case studies |
| Major sector news updates | Major sector news updates | Major sector news updates |
| Major Worthstone announcements | Major Worthstone announcements | Major Worthstone announcements |
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Access to published papers inc.:
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Access to published papers inc.:
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| – | Access to fund database (comprehensive listing of collective impact investment available to UK investors) | Access to fund database (comprehensive listing of collective impact investment available to UK investors) |
| – | Filtering tool (allows selection criteria to generate a customised shortlist) | Filtering tool (allows selection criteria to generate a customised shortlist) |
| – | Dashboard with at-a-glance fund snippets (provides an overview highlighting key indicators to assist assimilation) | Dashboard with at-a-glance fund snippets (provides an overview highlighting key indicators to assist assimilation) |
| – | – | Full access to complete database (including collectives and individual investments e.g. SITR Funds) |
| – | – | Summary of key facts for all products (provides decision useful information to assist comparison) |
| – | – | Product comparison tool |
| – | – | Independent product reviews(detailed reports on individual social investments e.g. SITR Funds) |
| – | – | Fund impact profiles (key information summaries designed to help your dialogue with clients) |
| – | – | SII-in-a-box toolkit inc.:
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| – | – | Discounted tickets to the Impact Investment Academy |
| Upgrade Now | Upgrade Now | Upgrade Now |
*Open to UK-authorised financial advisory/planning firms