Applied Research
Mapping Families’ Impact Investing in 2019
This work is the first substantial step towards clarifying significant market gaps through "heat maps” that identify under-invested market segments and highlighting direct feedback from ultra high net worth investors on the ways that wealth managers can better serve their impact investment objectives.
Impact Investing: Mapping Families’ Interests and Activities is part of a multi-year effort to study a problem that many ultra high net worth (UHNW) families have identified as critical, timely, and important: the existing impact investing opportunity set does not fully match their specific investment interests. The study highlights families' responses to two sets of questions:
1. 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.
2. 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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