Increasingly, wealth managers, private bankers and investment consultants are being asked to incorporate impact into their clients’ investment preferences, but what’s the best way to do that? How can an adviser identify what their clients want and report back to them on the impact that they are having? This module provides some of the answers in this developing discipline.

How to use these resources

The module covers the retail demand for impact investment, how to communicate with investors about impact, how to construct impact portfolios and how to undertake impact due diligence. It also touches on the regulatory framework for retail investment in impact and the UK’s tax regime for impact investing.

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Incorporating impact in addition to ESG in clients’ portfolios

Client communication 

Regulation – regulatory requirements relating to impact and other sustainable investments 

Tax regimes applicable to impact investing  

Selection of impact funds that meet client preferences