We help individuals and their advisers learn how they can be social investors by:
- Developing and supporting events targeted at individual investors
- Developing research to better understand the growing demand and opportunities for individuals to make social investments
- Supporting the work of Worthstone, leading independent social impact investment resource for financial advisers and wealth managers
- Supporting the Social Angels Movement, a network created to help grow the number of social angels in the UK
Examples of our work:
Events - We recently sponsored and supported the Worthstone Social Investment Academy, leading forum on social investment for independent financial advisers.
Research & Publications - In partnership with Intelligent Partner, we commissioned SITR: A survey of EIS managers showing the trends and their sentiment towards Social Investment Tax Relief.
Our reach in 2015: