The Work Index by Flexa

Worthstone Limited

Worthstone Limited provides independent impact analysis and tools to help financial planners make informed investment decisions that align with their clients' objectives.

https://worthstone.co.uk/
5.3

/10

Transparency ranking

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Description

Worthstone is an independent B Corp based in the UK that provides tools and resources for financial advisers to incorporate impact investing into their client portfolios. Their mission is to make impact investing more accessible and transparent by providing advisers with the necessary data and insights to make informed decisions. Their flagship product is the Impact Portal, an online tool that helps advisers understand the impact of funds based on five key measures, including positive impact, active agent, avoidance of harm, ESG, and carbon risk.

Worthstone's services go beyond the Impact Portal, offering a range of resources including a portfolio impact reporting tool, an impact investment academy, and regular news and views on the latest developments in impact investing. They are a leading voice in the UK sustainable investment sector and have been recognized for their work, including being awarded the "best for the world" accolade for Governance by B Lab.

Flexibility

Worthstone does not mention work flexibility in their website content, nor in their job postings. NONE

Mission

Worthstone Ltd. is an independent B Corp dedicated to making impact investing mainstream. They equip financial advisors with the tools and resources they need to construct impact investing portfolios that align with their clients' investment objectives. Worthstone provides independent, transparent, and robust data to ensure that capital is truly doing good, going beyond ESG screening to measure a fund's positive impact, avoidance of harm, and active agent commitment. Their mission is to empower financial advisors to deliver investment solutions that generate both positive social and environmental impact alongside financial returns.

Data-driven
Disruptor
Environmental impact driven
Social impact led
Sustainability
Tech for good

Culture

Worthstone promotes a culture of transparency, accountability, and purpose-driven business practices. As a Certified B Corporation, they prioritize social and environmental impact alongside profit, placing a high value on ethical decision-making and stakeholder engagement. They emphasize a collaborative and supportive environment, fostering a community of financial advisors dedicated to promoting responsible investing and creating a more sustainable economy.

People-first
Progressive
Supportive
Transparent

DE&I

Worthstone demonstrates a commitment to diversity, equity, and inclusion through its B Corp certification and its focus on building a more inclusive and sustainable economy. As a B Corp, Worthstone is legally obligated to consider the impact of its decisions on all stakeholders, not just shareholders. They aim to make impact investing mainstream, contributing to a more equitable and sustainable financial system.

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