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Case study: How to measure and define impact investing

Martin Bamford, Informed Choice

“Clients now feel like they have a voice with their investments; it’s very empowering for them and hugely satisfying fo us.”

Martin Bamford, Director of Client Education, Informed Choice

Financial planning firm Informed Choice, based in Surrey, has been subscribing to Worthstone’s impact portal since early 2021. Director of Client Education Martin Bamford explains how Worthstone helps the family-run business measure and define impact investing and achieve its goals and those of its clients.

If you want to help your clients truly make a positive impact with their money, I honestly think Worthstone is the only serious option.

We take pride in being a forward-thinking company and wanted to add an impact investing overlay to our fund selection.

We see the shift towards more impact investing as an inevitable change. For several years, clients have been asking us about impact investing, as well as taking a much keener interest in what their money’s doing. There’s also top-down pressure from governments, so funds these days need to consider these issues.

Worthstone stood out because of the quality of its research. The company looks a lot further than ESG screening so you can really get beneath the label of an investment. Its data is constantly reviewed and updated quarterly, so you always get the most up-to-date information.

The Worthstone impact investment tool is very user friendly and saves us a huge amount of time and work. It’s really visual for clients too, we’re able to show them exactly where their money’s going, and where it’s not.

Clients now feel like they have a voice with their investments; it’s very empowering for them and hugely satisfying for us.

See how financial planners use our Impact Portal to measure and define impact investing.

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