Impact investment specialist Worthstone has partnered with wealth manager Helm Godfrey with the launch of a joint initiative that seeks to make impact investing "accessible and affordable".
The initiative, called Wellth Impact, seeks to offer competitively priced impact investment discretionary model portfolios managed by Helm Godfrey. A lesson in impact investing: Achieving measurable impact in India through education Using Worthstone's impact rating methodology, each fund and portfolio will be scored on six different key measures to generate an overall score. The models will be available on the Praemium and Transact platforms from January 2022, with further platform listings in due course. Founder of Worthstone and co-founder of the Wellth Impact service, Gavin F...
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