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Consultancy launches social investment manual for advisers

Consultancy launches social investment manual for advisers

Consultancy Worthstone has launched a manual to help advisers who want to advise on social investments. 

Gavin Francis (pictured), Worthstone managing director said he published the training material to help adviser confidence and competency in this area because it is key to the future of advice.

‘Asset managers are looking at how to retain investment when it transfers to the millennials.

‘Similarly adviser businesses are thinking about succession planning and how do they attract the brightest and the best young stream of people coming into the industry.

‘Those young people are making decisions based on things like how they can make a difference in the world in addition to how much money they can earn,’ said Francis.  

The manual has been soft launched which means advisers can now pre-order a copy for an early bird price of £114. Worthstone said the manual would take advisers through what they need to know in the area, they then take an exam on the material and earn a certificate of social investment and a mark for their website.

‘[This] will then evidence credibility and competency to the investors looking for this type of advice,’ said Francis.

The manual will be fully launched on 11 May at a UK Government led conference supported by the World Economic Forum. The conference is titled: An Opportunity for Innovation: Exploring Impact Investment for the Mainstream.

Francis believes returns from social investing will pick up as new factors are priced into the market.

‘I think that as factors which are currently not priced into the market such as carbon move into this space and start to be priced that is when you will see the up tick in the investment value as well,’ he said.

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