SOCIAL IMPACT REPORTING

Most investment reports simply tell you about financial returns. Our reporting includes everything you would expect from a traditional report and shows you what social impact that money has helped to achieve.

We want you to feel connected to your investments and the positive changes they are making in the world. ¬†We’ll be sharing stories about the companies you have invested in, what they accomplished and how they are improving the world.

PERFORMANCE MONITORING

Our fees cover performance monitoring, which includes:

  • Online access to your portfolio:¬†portfolio performance is updated daily and you can view the details at any time.
  • Annual performance reviews: provide commentary on the financial and social impact performance of your portfolio.
  • Annual portfolio rebalancing: rebalancing of your portfolio to ensure it reflects the most appropriate asset allocation.

GET THE GOODS TODAY

HOW IT WORKS

1

About you

We'll get to know you and your investment goals

2

Your portfolio

We'll recommend a socially responsible investment portfolio just for you

3

Start investing!

Open your investment account online, in just 10 minutes

I want to make my savings matter.

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Balance Impact 1 Bligh Street Sydney, NSW, 2000 info@balanceimpact.com 02 8226 8596 Balance Impact (ABN 54 608 605 296) is the trading name of Touchstone Capital Pty Ltd, a Corporate Authorised Representative (No.xxxxxx) of SIRA Group Pty Ltd (AFSL: 278423).


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