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. […]
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 […]
The Adviser Competency Training for social investment textbook has been authored by experts in their respective fields. Read more about them below: Richard Child BA CFP™ Director, Paradigm Norton Richard is a certified Financial Planner and Director at Paradigm Norton Financial Planning. He chairs the Paradigm Norton Trust and is on the boards of two […]
As we informed you on the 23rd November 2016, the Chancellor had (in his Autumn Statement) announced several changes that may be made to the SITR rules. If made, these changes will apply to all SITR investments made after 5 April 2017. Here we provide further details of each aspect of the SITR changes and […]
As Worthstone continues to grow and the impact investment market goes from strength to strength, we take a look back at 2016 and outline our achievements and the next steps for 2017. To download the full PDF of our impact report please click here.
At the latest Social Investment Academy on 2nd November 2016, we gathered and supported a network of financial advisers and wealth managers engaged in social investment to hear from: key sector participants, market influencers, investment providers, social entrepreneurs and associated beneficiaries. Watch the short video below for a look at some of the highlights from the […]