Social Impact Investing – find out what it’s all about

Positive Pennine is part of Pennine Wealth Solutions (PWS), a robust, time-proven investment solution for Financial Advisers and their clients.

In August 2016 we launched our new groundbreaking range of sustainable investment solutions called Positive Pennine.

Positive Pennine is a range of portfolios which have been designed to enable investors to make a positive contribution to future generations through their investments, Doing Good, Avoiding Harm and Making Money.

In August 2017, we carried out a confidential survey with clients of three local IFAs, asking them a number of questions about positive investing.  The survey results illustrated that one-third of the total 167 surveyed, explicitly wanted some or all of their investments to have a positive impact and avoid damaging effects

On the morning of Wednesday 23rd May PWS are holding a free seminar at The Mill, St Catherine’s Park, Lostock Lane, Preston.

PWS will provide you with the background to Social Impact Investing and how this type of investment is developing by demonstrating the demand from clients wishing to have their investments contributing to environmental, social and corporate governance themes.

We will be joined by John Fleetwood, founder and director of 3D Investing who has developed the 3D star rating for funds that make a social impact. John will demonstrate the process and science behind constructing a social impact portfolio. Also presenting will be Adam Robbins of Triodos Investment Management. Adam is Senior Investor Relations Manager UK and works closely with the fund managers for the Sustainable Equity and Pioneer Funds.

We would be delighted if you join us for this thought provoking and informative presentation.  If you would like to attend, please contact Sean Fisher on 07583 241668 or e-mail sean.fisher@penninewealthsolutions.co.uk or book on via Event Bright https://www.eventbrite.com/e/pennine-wealth-solutions-social-impact-investing-presentation-tickets-44981248124

Tea, coffee and breakfast rolls will be served from 9.30am. The presentation will start at 10:00 and finish by 11:30. Tea, coffee and biscuits will be served at 11.30am.

The presentation qualifies for 1.5 hours of CPD.

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