Be equipped to offer social impact investment advice to your clients.

Introductory

FREE

Affiliate*

£25+VAT/mth. (12 month minimum subscription)

Partner*

£170+VAT/mth. (12 month minimum subscription)

For those wanting regular sector updates

For those wanting to increase your knowledge in the sector

For those wanting to become fully informed and active impact advisers

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Monthly newsletters Monthly newsletters Monthly newsletters
Sector blogs and case studies Sector blogs and case studies Sector blogs and case studies
Major sector news updates Major sector news updates Major sector news updates
Major Worthstone announcements Major Worthstone announcements Major Worthstone announcements
Access to published papers inc.:
  • UK Retail Impact Investing Review
Access to published papers inc.:
  • UK Retail Impact Investing Review
Access to fund database (comprehensive listing of collective impact investment available to UK investors) Access to fund database (comprehensive listing of collective impact investment available to UK investors)
Filtering tool (allows selection criteria to generate a customised shortlist) Filtering tool (allows selection criteria to generate a customised shortlist)
Dashboard with at-a-glance fund snippets (provides an overview highlighting key indicators to assist assimilation) Dashboard with at-a-glance fund snippets (provides an overview highlighting key indicators to assist assimilation)
Full access to complete database (including collectives and individual investments e.g. SITR Funds)
Summary of key facts for all products (provides decision useful information to assist comparison)
Product comparison tool
Independent product reviews(detailed reports on individual social investments e.g. SITR Funds)
Fund impact profiles (key information summaries designed to help your dialogue with clients)
SII-in-a-box toolkit inc.:
  • Client-facing “What is SII?” and “What is SITR?” brochures
  • “Exploring Client Values” discovery questionnaire
Discounted tickets to the Social Investment Academy
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*Open to UK-authorised financial advisory/planning firms