Advising on impact investment
Introduction
How to use these resources
Resources in this module
Glossary of terms
We have put together a glossary of terms for impact investing
Filter resources by level:
Incorporating impact in addition to ESG in clients’ portfolios
-
FT Focus – Retail Impact Investing Uncovered
Financial Times
Reading time: 40 minutes
A detailed survey that delivers high-quality insights around retail impact investing, aimed as an informative read for financial advisors.
What the reviewer found helpful:“Well-researched survey with accessible conclusions. A useful read for anyone that wishes to advise retail clients on impact investing.”
Chris Cullen
Intermediate
Client communication
There are no Intermediate resources for this topic
Regulation – regulatory requirements relating to impact and other sustainable investments
There are no Intermediate resources for this topic
Tax regimes applicable to impact investing
-
Making Use of UK Tax Breaks for Impact Investing
McDermott, Will & Emery
Reading time: 5 minutes
This article covers various tax incentives for impact investing including EIS (Enterprise Investment Scheme) and the SEIS (Seed Enterprise Investment Scheme). It outlines how you qualify for these incentives, as well as the potential for these to attract more funding to the early-stage social investment market. It briefly talks about the government’s plan to reform this and the impact this will have on charities and social enterprises.
What the reviewer found helpful:“Technical and detailed short review of social investment tax incentives.”
Mhairi Littlewood
Intermediate
Selection of impact funds that meet client preferences
-
Building Impact Portfolios
Philanthropy Impact
Reading time: 60 minutes
Looks to apply Modern Portfolio Theory to Impact Investing, and discusses how investors may choose to maximise social and financial return against an efficiency frontier.
What the reviewer found helpful:“Illustrates a specific optimisation approach to investment selection that may feel pleasantly familiar to investors with an economics background.”
Chris Cullen
Intermediate