Impact Investing: Mapping Families’ Interests & Activities in 2020
This report aims to clarify the impact themes, geographies, and asset classes that private asset owners are seeking. The objective is to identify market gaps in the impact investment landscape and help wealth managers better serve their clients to mobilize private capital to the well-targeted impact investments needed to achieve sustainable development.
Impact Investing: Mapping Families’ Interests and Activities is part of a multi-year effort to study a problem that many ultra high net worth (UNHW) families have identified as critical, timely, and important: the existing impact investing opportunity set does not fully match their specific investment interests.
The 2020 version of the survey, the second of three planned annual surveys, added a third component--inquiring how COVID-19 influenced families’ impact investing strategy.
1. COVID-19: How if at all, has the COVID-19 pandemic affected your impact investing strategy?
2. Market gaps: In what asset classes, geographies, and impact sectors do families want to invest but lack sufficient investment opportunities? Are there areas in the impact investing market that are oversaturated with investment opportunities?
3. Satisfaction with financial intermediaries: How satisfied are families with the products and services provided by the financial institutions that serve them? How can wealth managers and investment advisors improve their impact investment offerings?
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