Impact Investing

What is Impact Investing?

Impact Investing has captured the attention of UK investors, as more of us look for investment opportunities that are both financially rewarding and aligned to our values.

Impact investments are made with the intention to generate positive, measurable social and environmental impact alongside financial return.

By choosing to invest in a responsible and impact-focused way, you can support companies who are actively working to make a difference through their products/services, governance, supply chain, or charitable actions.

Myths and misunderstandings

There are several myths and misunderstandings around Impact Investing. We’ve separated the fact from the fiction in our guide on investing in line with your values.

Impact investing has taken time to evolve, but has been hitting the headlines recently, alongside other ethical investment styles, such as ‘ESG’, ‘Socially Responsible Investing (SRI)’ and ‘green investments’.

The UN’s 17 SDGs (Sustainable Development Goals) are a universally agreed sustainability framework, which can also support conversations with your adviser about your values and focus your decision-making.

How can Wren Sterling support you?

Investing is personal. Impact investing takes a step further. You can support the causes you care about while maintaining focus on your long-term investment goals.

In your first meeting with an adviser we’ll establish what’s important to you in your initial appointment:

  • what returns you expect and the risk you’re comfortable with
  • how long you’d like to invest for
  • how much you wish to invest, and whether you can afford to do so
  • and your preferences for various causes.

Our Investment Committee

At Wren Sterling we constantly monitor and review available investment solutions. Our investment committee has selected those which meet our criteria based on performance, risk and management techniques, and present them to our advisers as part of our ‘core investment solutions’.

The value of an investment may go down as well as up and investors capital is at risk.