Value proposition

At the forefront of impact investing for a decade, we help financial planners unearth funds that truly do good.

Interest in impact investing has never been greater. But identifying the funds that really make a positive impact is tough.

ESG screening aims to mitigate the financial risks of investing in some of the most damaging sectors. It doesn’t ensure money is making a positive impact. We help Financial Planners go beyond ESG to see the full picture and really meet client expectations.

Award-winning experts and a Certified B Corp, we’ve been at the forefront of impact investing for over a decade. We’re on a mission to help financial planners get under the bonnet of investment funds. We give you the tools to go beyond ‘do no harm’, and prove it.

- Independent database of carefully selected funds from across the impact market
- Broadest range of funds analysed (350 in total) and updated quarterly
- Codified and visual - digestible and engaging for clients

We also run the Impact Investment Academy, our flagship annual event bringing together world-class influencers and industry leaders, providing thought provoking talks, insight and best practice.


SITR, Social Investment Tax Relief, Impact Investment, Sustainable Investment, Impact Investment Research, Social Impact Investment, and ESG