FINANCIAL PLANNERS:

REGENERATIVE WEALTH MANAGEMENT

Exceed client expectations with the first truly regenerative offering for investors

EXCEED CLIENT EXPECTATIONS

Clients increasingly understand the importance of tackling climate change. The Climate Crisis will affect everything – including their investments. All companies rely, either directly or indirectly, on a stable and healthy biosphere.

But wealth managers lack an essential tool for meeting – and exceeding – client expectations. No investment product exists for directly regenerating the biosphere on which all investments depend.

The Global Returns Portfolio is the first selection of diverse, effective and scalable not-for-profits tackling climate change. Our world-class climate scientists help curate the Portfolio like a fund, allowing clients to contribute annually alongside their investments and directly regenerate the biosphere.

BEYOND SUSTAINABLE INVESTING ALONE

Sustainable investing is vital. But avoiding green wash among sustainable funds remains a challenge even for the most conscientious investors.

Sustainable investing also faces fundamental limitations in its ability to regenerate the biosphere.

Even the most effective sustainable investing cannot sue polluters, protect rainforests or defend precious marine ecosystems. It cannot deliver systemic solutions like advocacy and policy work.

True regenerators – like the not-for-profits in the Global Returns Portfolio – do not have these limitations. By regenerating the biosphere beyond sustainable investing, they help make all our investments less risky.

How it works

Arrange an introductory call to learn more about offering the Global Returns Portfolio to clients.

The Global Returns Project (UK registered charity no. 1186683) runs the Portfolio. We direct 100% of contributions to the not-for-profits comprising the Portfolio, with no deductions. Our Trustees and a number of charitable trusts, foundations and individual donors fund our operating costs.

Clients who contribute annually to the Portfolio receive detailed six-monthly impact reports, along with their advisers. Advisers who partner with the Global Returns Project decide which of their clients to approach about the Portfolio. Clients decide how much to contribute – most start at an annual contribution of 0.25% of savings and investments. Contributions by UK taxpayers may be eligible for Gift Aid and tax deductibility.

ARRANGE AN INTRO CALL

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