Bring New Insight To Your Investment Portfolio
This scorecard helps you understand where your wealth is working well for you and where there might be opportunities to create more value - both personal and collective. Take a few minutes to reflect on your priorities and returns, and gain insights to guide your future investment choices.
Precious Resources
You have three precious resources which are your money, time and energy. Time is non-renewable. All three resources can be invested, spent or wasted.
Personal Investments
You may invest your money, time and energy for a variety of possible returns, including financial, wellbeing, social, capability and purpose.
Collective Investments
Some investments are for collective rather than personal benefit. These include the wellbeing of ecosystems, communities and future generations.
Gain Clarity And Insight
Make better investment decisions based on your personal values.
This scorecard is based on 25 years experience helping individuals, business owners and investors connect their use of money, time and energy with their personal values. We have worked with over 10,000 individuals, 1000s of business owners and leaders and multiple global brands, including Bank of America, Virgin Media, Standard Chartered Bank, The Financial News and many more.
