WEBINAR: What is social impact investing?

December 13, 2017 4:33 pm Published by Leave your thoughts

Gavin, Founder and CEO at Worthstone, chatted to Dan Atkinson, Head of Technical at EQ Investors, for a Q&A on social impact investing as part of a paraplanner monthly webinar series.

They covered topics such as:

  • what is social impact investing and how it differs from ethical investing
  • how to research and review funds and portfolios
  • how to clarify how important these are to clients and if they are prepared to accept potential lower returns or higher risk
  • how to benchmark (ethical/social ‘ness’ and returns/risk).

Listen again

Categorised in:

This post was written by Worthstone

Leave a Reply