We were joined by almost 200 delgates at the Impact Investment Academy last month.
We’re also celebrating passing 50 financial planning firms now subscribing to the Impact Portal, a tool which enables them to scope, screen and rank ESG, Sustainable and Impact funds in order to construct portfolios for clients interested in this progressive approach to investment. You can book a demonstration by clicking here.
We’re delighted to w elcome one Sharon Jackson to the Worthstone team as our Business Operations Manager as we look to scale into the future.
We’ll be celebrating our 10th anniversary in 2020 and hope to mark this milestone as we go through the year. We’re thankful for the help and support from so many of you which has been key to getting us to this point and will look to share with you more of our exciting plans.
Worthstone's Impact Investment Portal updated to now include 264 funds!
Go to the Impact Portal now to see:
- One NEW fund added, bringing the total funds invested on the impact spectrum to *£102.67 billion.
- One new WIP added for the Kames Global Sustainable Equity
- One WIP updated (VT Gravis Clean Energy Income fund).
- 3 funds have been removed: Allianz Emerging Markets SRI Bond, Allianz Emerging Markets SRI Corporate Bond and Candriam SRI Equity Climate Action funds. Full analysis of those funds is not possible with available data.
*Excluding the following funds that miss fund size data: BNY Mellon Sustainable Global Equity Income Fund, Storebrand Global ESG Plus and Storebrand Global Solutions
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