How to blend socially motivated investments into your portfolio

If you want to include socially motivated investments in your overall investment portfolio but are not sure how to go about it, the Truestone advisory service might be right for you.

It is specifically designed for people who already have a substantial investment portfolio; providing them with guidance in assessing which socially motivated ventures and businesses will reflect their own personal interests, beliefs or concerns.

We will provide you with a realistic view on the risks and returns these investments bring as well as what role they can perform within your overall mix of assets. Generally we recommend that a small proportion of your portfolio be directed into socially motivated schemes. However at the same time you might also wish to consider other forms of socially responsible investment such as funds that are screened to include only businesses that meet certain standards of ethical behaviour or environmental impact.

Find out more about the choice of socially responsible and socially motivated investments. 

A clear understanding of risk and return

Before we consider offering any socially motivated investment opportunity, we assess the likely risks and returns it could yield as well as the social impact it will deliver. The pioneering Truestone rating system will help you understand the nature of each opportunity and what you can reasonably expect to get back from it. Find out more about Truestone approach to managing risk in selecting investments.  

Whether your primary objective is to make a positive social impact with your money or to find investments that offer a good potential return or somewhere in between, we will provide you with the advice and guidance you need to find suitable opportunities.

If you feel you are ready to make a positive impact by using your investments work for you and help others at the same time – call Truestone now on 0845 362 8425 or contact us.