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Case study: How to cut through ESG noise

Nanette Strover, Hubert Child

“The information provided is clear, detailed and visually appealing; our clients are always highly impressed with the Worthstone impact reports we provide them.”

Nanette Strover, Director, Hubert Child Ltd

Based in Hampshire, independent financial advising firm Hubert Child Ltd has subscribed to Worthstone since 2015. Director Nanette Strover explains how the service is helping them cut through the noise of ESG and unearth the right impact investing opportunities for their clients.

Before subscribing to Worthstone, if we wanted to find out if a fund incorporated arms, oil or other harmful activities, we’d have to go directly to the provider and ask. The process was longwinded and the information we got back was sometimes unreliable and often out of date.

Traditional values such as honesty and respect will always remain at the core of our business, however, we are mindful of our role in protecting our planet and as such always highlight responsible investing to clients as an alternative to traditional funds.

Worthstone’s Impact Portal tool allows us to pinpoint the right funds to meet a client’s preferences. The information provided is clear, detailed and visually appealing; our clients are always highly impressed with the Worthstone impact reports we provide them.

Worthstone is completely independent, allowing us to eliminate any ambiguity around ESG. We’ve got full confidence that if a fund is in the Impact Portal it’s legitimate.

Impact investing is embedded in our investment process, and we couldn’t offer the service we do without Worthstone.

See how financial planners use our Impact Portal to cut through ESG noise.

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