Is it possible to make money and change the world?
There are investment options available to the socially responsible or ethical investor. Whether your interest is in preserving the planet, helping disadvantaged people or staying true to your own ethical code by avoiding certain types of businesses you find unacceptable, Truestone offers a range of investments that will be suitable for you. These can sit alongside the more traditional types of investment that you hold in your portfolio.
We will prepare a personal portfolio of ethical and socially responsible investments that fit with your concerns and the causes you wish to support.
At Truestone, because of our long term involvement in charitable and philanthropic work we are well placed to access what we term socially motivated investment opportunities. These are investments that offer a double bottom line of providing a potentially good return on capital whilst making a real and significant impact on the lives of others.
Any investment involves a certain amount of risk. Through our detailed and thorough research process we aim to significantly reduce the risks for our clients.
Before we consider offering any investment opportunity it must meet the required standard against a number of stringent criteria which measure financial stability as well as the social impact. There are many good business ideas and established funds to be found out there but we select only a small proportion of them as suitable for investment.
We analyse
- Liquidity
- Balance sheet data
- Longevity - we rarely select start-ups
- Leadership
- Whether a business is investment ready
- Access to capital
Only if a business can pass all the tests will it be placed on the Truestone panel of opportunities.
All or nothing?
Our socially motivated investment service can be accessed as part of our overall financial planning and investment management service.
As investment managers we insist that clients take a balanced view when it comes to including these types of opportunities in their portfolio. Our service is designed for clients who have significant assets to invest and generally a small proportion of the overall portfolio will be directed into socially motivated schemes. That money however will make a big difference to many people across the world.
If you feel you are ready to help make a positive impact by using your investments to help others call us now on 0845 362 8425 or email socialinvestments@truestone.co.uk.
Take the test – find out which investments might be suitable for you
Incorporate socially motivated opportunities into your investment portfolio.
