The percentage of the overall portfolio held in companies that provide a direct solution to a social or environmental challenge.
a demanding rating system that analyses funds that make a positive social impact, avoids ethical controversies and delivers financial returns.
access to templates for client engagement, including a proven marketing survey which can result in business enquiries and aid client retention.
PWS conducts annual due diligence on Smart IM, the Positive Pennine Portfolio manager, and Praemium, the custodian and administrator.
A dedicated website for Positive Pennine Portfolios including updates regarding the social impact market and research.
An experienced investment committee that reviews the portfolios on a quarterly basis to ensure the objectives of each portfolio are being met.
Regular training sessions to ensure advisers have all the tools to confidently explain the social impact investing proposition including training from John Fleetwood on the 3D investment process.
Access to seminars which advisers can invite their investors which benefits clients understanding and concerns.
Positive Pennine – Impact investing solutions Call us on: 0844 7707721