CASE STUDY: Chamberlyns advising on SITR-related investment
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News & Thoughts

CASE STUDY: Chamberlyns advising on SITR-related investment

We got in touch with Michael Smith from Chamberlyns to ask him about his experience on advising clients on SITR. Hear what he had to say: – For a look at SITR’s 2 year track record, read our blog – click here.

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News & Thoughts

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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Social Investment Academy

Social Investment Academy Mar 2016 – Impact report

Please click here to download the report as a pdf. This report is designed to document Worthstone’s impact following the March 2016 Social Investment Academy. Our vision is to see social impact investment established as an integral part of the financial planning process for individual investors in the UK and this event is the largest gathering […]

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News & Thoughts

BLOG: Social Investment OR Socially Responsible Investment: what’s the difference?

The key to understanding the difference between Socially Responsible Investment / Sustainable and Responsible Investment (SRI) and Social Investment (SI) is first to establish our meaning and understanding of the terms because it is a murky world of overlapping phrases and terminology . Figure 1. Common examples of the crossover of terminology Due to this […]

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News & Thoughts

BLOG: In brief: GIIN Annual Impact Investor Survey 2016

The Global Impact Investing Network (GIIN) published their sixth Annual Impact Investor Survey Data was collected globally from 158 separate impact investing organisations and respondents included: fund managers, foundations, banks, development finance institutions, family offices, pension funds and insurance companies. Survey highlights Survey respondents committed a total of $15.2 billion to impact investments in 2015 and plan […]

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News & Thoughts Social Investment Academy

BLOG: Social Investment Academy makes it into Big Society Capital’s Annual Review 2015

Big Society Capital (BSC) today published their annual review for 2015. The review reveals an impressive and encouraging picture for the nascent social investment market. Market Growth At the end of 2015, the review outlines that social investment in the UK was worth over £1.5bn and is being used by over 3,000 charities and social […]