What is social impact investing?

Intermediate

Investing

Self certified

Video

Date:

Wednesday 27th September 2017

Location:

Online

Duration

1 HRS

Social impact investing from a paraplanning perspective.

In this session we covered…

What is social impact investing and how does it differ from ethical investing?
How to research and review funds and portfolios
How to clarify how important these are to clients and if they are prepared to accept potential lower returns or higher risk
How to benchmark (ethical/social ‘ness’ and returns/risk)

Speakers

Dan Atkinson

EQ Investors

Top quality financial planning needs technical accuracy and clear communication. I work with financial planners and paraplanners who want to serve their clients to the highest possible standards.

As well as developing individuals I think it is important to develop our profession. I write regularly for Professional Paraplanner. I also Chair the Paraplanner panel of the Chartered Institute of Investment & Securities. I am very excited about the Paraplanning profession and also help out with the Paraplanner Assembly.

Outside of work, I am the deacon at the Evangelical Baptist Church in Hatfield. I'm married to Hannah and have a young daughter, Phoebe.