News & Thoughts

CASE STUDY: Does attending an event actually move us forward?

Nanette’s ambition is to develop a bespoke impact investment process for her clients. However, she recognised a need to invest in resources to develop her competency as well as relevant tools to equip her process.

Why spend the time and money? Click on the image below to download a PDF copy:  –

To come and network with other IFAs, like Nanette, at this year’s Social Investment Academy – see the agenda and book your tickets >>HERE<<

Other case studies that may be of interest: –

An adviser’s first step to impact investment – How Stephen Jones equipped himself to advise his clients on social impact investment.

Impact + returns = the best of both worlds – How Chris Weslford found he can create more impactful portfolios that also reach clients’ financial goals.

Authored by Sarah Ison, edited by Megan Lawrence.


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