Impact Portal update – Quarter three

July 7, 2021 5:08 pm Published by Leave your thoughts

Now rating ~ 330 funds on the Impact Portal


Written by Gavin Francis

Watch our 1.5 minute sprint update below and/or read on

The quarter three Impact Portal update includes:

  • New and improved Avoidance of Harm and Active Agent scores. To help you articulate the difference that your client is making with their investment portfolios and dig deeper on fund managers
  • 15 new funds added to the Impact Portal in Q3 2021
  • Consistent analysis on ~ 330 funds rated on the Impact Portal (> 390 listed in total).

If you are a financial planner and your firm construct their own portfolios we’d welcome the opportunity to show you the tools we offer which can save you time and augment your client proposition.

The Worthstone Impact Portal provides you with independent, consistent analysis and ratings of funds across the impact spectrum. We offer an unrivalled, comprehensive range of funds reviewed.

Book a demo of our Impact Portal today – you need to act now – to show interested clients your firm is ready to embrace an approach of growing importance to many investors.
 
The Worthstone team

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