December 13, 2017 4:33 pm
Gavin, Founder and CEO at Worthstone, chatted to Dan Atkinson, Head of Technical at EQ Investors, for a Q&A on social impact investing as part of a paraplanner monthly webinar series.
They covered topics such as:
- what is social impact investing and how it differs from ethical investing
- how to research and review funds and portfolios
- how to clarify how important these are to clients and if they are prepared to accept potential lower returns or higher risk
- how to benchmark (ethical/social ‘ness’ and returns/risk).