Below we share a testimony from one of our ACT graduates – Peachy Dunne from Aqua IFA Ltd. Peachy is a newly qualified IFA. She agreed to share her feedback on the Adviser Competency Training (ACT) for social investment manual, her experiences of finding out about social impact investing (SII), the shifting client views she’s […]
Advisers commonly ask us “How do you structure a dialogue on social impact investments to draw out a client’s interest in this area without taking them on a guilt trip?!” Every investment has an impact but how can you start to categorise what those impacts might be in order to better understand client objectives, manage […]
On the 12th October 2017, UN PRI and PwC published a report outlining “why the investment community should adopt an active role in achieving real world impact through implementation of the SDGs.” On the UN PRI website they outline the 5 key messages from the report: The SDGs represent the globally agreed world’s most pressing […]
We’ve done the legwork for you and here are 3 news-worthy items to keep you up to date on the latest sector news: Nobel Prize winner Richard H. Thaler recently won “for his contributions to behavioural economics”, here’s a topical paper released here for the first time focusing on impact investing from a behavioural economic viewpoint. […]
As I see it – life ain’t always fair. You can work hard, have good intentions and the like, but sometimes that doesn’t cut it. I feel immensely fortunate and privileged to have the life I have and I know my clients all feel the same, whatever their story and whatever their struggle. I also […]
Every investment decision has an impact Impact investment products sit on a wealth continuum The sizeable universe of funds allows for constructing a diversified investment portfolio with a positive impact focus. There is an impact dimension to every investment decision we (or our clients) make but traditionally we haven’t been able to quantify or understand […]