Worthstone aims to bring impact investing to the UK mainstream.
We help financial advisers enable their clients to generate more positive social impact from their investments
Where we started
Impact is generated in every investment decision, either positive or negative. We have a belief that the financial services industry can better serve all stakeholders in society as well as being culturally and commercially successful. Investing in society is something that financially successful people understand as fundamental to the long term sustainability of a successful economy.
It was clear there was a role to play for an intermediary channel in the distribution of social impact investment products. Financial planners needed to be able to access information that enabled them to inform investors about the opportunities that the markets hold.
Worthstone exists to help the social impact investment market bridge the gap between investors and social enterprises.
Who we are
We are an award winning social business with a vision to see social impact investment established as an integral part of the financial planning process for individual investors in the UK.
We help financial advisers enable their clients to generate more positive social impact from their investments.
Worthstone is a completely independent and impartial one stop knowledge centre for financial planners seeking to offer social impact investment to their clients.
What we do
We are a hub of specialist expertise that provides outsourced resource and practical tools, to enable firms to offer a solution to intelligent capital holders for whom seeking alignment between their investments and their values has become a paramount consideration.
By providing a one stop shop for financial planners seeking to advise on social impact investment we offer the following:
- Impact Portal displaying key decision making criteria, standardised for all the impact investment funds for sale to UK retail investors and other retail social investments (e.g. SITR funds)
- Independent analysis provided in summary fund documents within the Impact Portal displaying key impact information on a shortlist of the highest impact funds (based on a critical assessment of outcomes)
- Social Investment Academy, the leading and influential forum for financial advisers, wealth managers investment providers and key market participants interested in the development of the retail market for social impact investment
- Adviser Competency Training for social investment manual including multi-choice test, a learning tool accredited by the CISI for 18 hours of Structured CPD.