The value of blending socially motivated investments in your portfolio

Certain socially motivated investments such as microfinance may have an important role to play in bringing balance to your investment portfolio.

Returns from microfinance investments do not appear to rise and fall in line with movements on the major stock markets in the developed world. As a result dedicating a small proportion of your capital to such investments could reduce the volatility of your portfolio, providing a valuable hedge against more traditional investments such as UK equities.

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.

Our service 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.   

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.