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 […]
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. […]
Although these are new opportunities for clients wishing to invest for positive social outcomes while still retaining the potential for a level of growth or income, Government and the regulator, are keen that regulation should not prevent access by retail investors and therefore have made amends to the Financial Services Bill: In the Lords, the […]