Ten Ingredients for Impact Investing

In this report, CSP and The ImPact, a global membership community of families committed to aligning their assets with their values, present real-life cases and stories from eight families and share ten key actions for impact investing.

Families play a unique role in impact investing as collaborators, investors, and ecosystem builders. As investors, families are often described as agile actors who make decisions guided by long-term thinking with the ability to witness the impacts of their investments firsthand. Despite the wealth of potential, family investors come with complexities such as diverging needs and conflicting priorities.

To shed light on the pathways to impact investing, CSP and The ImPact interviewed eight family offices, such as Skagen Conscience Capital, Keller Enterprises, and Cape Capital, and grouped their insights per The ImPact’s 10 Key Action framework. The framework maps the steps families take as they envision, develop, implement, and refine their impact strategies.

“It was interesting to observe the differences in understanding that people in the firm had regarding the topics of sustainable finance and impact investing. Engaging with an institution helped us to align our views, step up our knowledge, and stay ahead of developments in the topic,“ said Caglar Bilgin, Sustainability Lead of Cape Capital.

Curious about what families’ impact investing journeys look like?