Market Update: Major market report, new #impinv fund and a behavioural finance research
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News & Thoughts

Market Update: Major market report, new #impinv fund and a behavioural finance research

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. […]

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MARKET UPDATE 7/9/16

Market Update: 3 ways that Worthstone is having an impact in the social investment sector 1.  PRESS RELEASE: London and Belfast planners back sustainable investment hub   2.  VIDEO: Hear one of our Founder Partners – Chris Holmes (Almus Wealth) – talk about social impact investing   3.  READ: How SITR and SIBs are opening up opportunities for IFAs to make a […]

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Financial planning for an SITR Social Impact Bond

Paradigm Norton (PN) and the Aspire Gloucestershire Bond – an end to end story of social investment advice in action with Lee Dunn. The opportunity Motivated by a social investment focused on an area close to their office in Bristol, and the fact that the product was applying for Social Investment Tax Relief, PN decided […]