Worthstone equips financial advisers with tools to construct impact investing portfolios that align with clients’ investment objectives.

Worthstone | Certified B Corp

Worthstone

Interest in impact investing has never been greater. But identifying the funds that really make a positive impact is tough.ESG screening aims to mitigate the financial risks of investing in some of the most damaging sectors. It doesn’t ensure money is making a positive impact. We help Financial Planners go beyond ESG to see the full picture and really meet client expectations.Award-winning experts and a Certified B Corp, we’ve been at the forefront of impact investing for over a decade. We’re on a mission to help financial planners get under the bonnet of investment funds. We give you the tools to go beyond ‘do no harm’, and prove it.- Independent database of carefully selected funds from across the impact market- Broadest range of funds analysed (350 in total) and updated quarterly- Codified and visual - digestible and engaging for clientsWe also run the Impact Investment Academy, our flagship annual event bringing together world-class influencers and industry leaders, providing thought provoking talks, insight and best practice.

ESG screening is just one lens through which to view a fund and as such will only ever give you part of the picture.

Our CEO, Gavin Francis provides real examples in his latest blog and explains how you can build portfolios that meet your clients' needs.

Click the link to the blog -> https://lnkd.in/dUR3KCvg

#ESGvsImpact #Impactinvesting

Applications for the role of #operationsmanager closing soon. This is a great opportunity to jump onboard with the progressive impact investing movement.


Submit your applications using the link in the comments 

#impactinvestments #opportunity #sustainability

“As a sustainability officer, you can’t afford to neglect the G in ESG. I had to speak up” those were the words of former DWS Group Sustainability turned whistleblower, Desiree Fixler, as she spoke at the afternoon session of the #IIA21. She shared her thoughts on looking under ‘sustainability’ labels, as well as discussing her departure from DWS.

Salima Lamdouar, Ashley Hamilton Claxton, Samuel Grantham, CFA, and Rebecca Seabrook took part in our Bonds: diversification v dilution of impact panel debate moderated by Murray McEwan. They broke down how to understand why bond funds can have an impact whilst also meeting diversification objectives of Fixed Income.

To close Annette Hender, Chartered Financial Planner, joint founder, partner, and chartered financial planner at Taylor Made Financial Planning , explained how her practice grew to provide a sustainable investment solution that her clients can truly believe in. It comes as a client survey carried out by Taylor Made FP, revealed 86% of clients like the idea of investing some of their funds in sustainable investments.

Thank You to our brilliant speakers, supporters, and everyone behind the scenes for making #IIA21 such a success. To all our delegates, we hope today has been insightful, thank you for your engagement and we look forward to seeing you next year!

#IIA21

Philip Spyropoulos, partner at Eversheds Sutherland opened the #IIA21 mid-morning session with his talk on the impending regulatory changes in 2022 and how advisors can prepare for them. Our very own Gavin Francis gave evidence-based insights into the differences between ESG and impact funds plus an update on some of the latest developments to Worthstone's resources. This includes an update to the much-loved Spectrum of Capital infographic (pictured below). 

Next, we heard from the portfolio manager at Ninety One, Graeme Baker as he discussed how advisers can be part of the solution when it comes to tackling the climate crisis and why achieving net zero in the real economy is different from a net-zero portfolio.

Finally, The ESG v Impact- What’s in a name? saw our panel, Ben Constable Maxwell, Tim Crockford, Louise Kooy-Henckel, Abigail Rotheroe and Seb Beloe address one of the most problematic questions being debated. By pitting ESG against Impact it can appear as though the two are going head-to-head, but they aren’t. It’s a case of transparency and going back to the client’s objectives.

#IIA21 #EsgVsImpact 

If you'd like a copy of this emailed to you please contact: benjamin.fisher@worthstone.co.uk

A fantastic start to the #IIA21 this morning. Our founder and CEO, Gavin Francis opened the event and was followed by our first speaker, CEO of ShareAction, Catherine Howarth who discussed stewardship and impact.  Martin Todd from Federated Hermes - International delivered a talk on Greenwashing, a key talking point and growing fear within the sector. As he says, by asking the right questions, advisers can avoid being Greenwashed.

Our panel debate saw Jo Little, James King, Andrew Willemite, and Clémence Chatelin, address the key challenges being faced by #ImpactInvesting professionals today and provide best practice tips and practical solutions.

The afternoon session features talks from Desiree Fixler, Annette Hender, Chartered Financial Planner, and Gavin Francis, plus debates on #ESG V Impact and Bonds: diversification vs dilution of impact. 

#IIA21 #EsgVsImpact

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