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impact investing

Global Family Office Report reveals impact investing has “come of age”

September 16, 2016

A remarkable 62% of family offices are now active or expect to be active in impact investing, the new Global Family Office Report by Campden Wealth in partnership with UBS reveals.

A remarkable 62% of family offices are now active or expect to be active in impact investing, the new Global Family Office Report by Campden Wealth in partnership with UBS reveals.

Even the 30% of family office principals surveyed who were not active now said this was likely to change in the future.

The study found Millennials were a key catalyst with two-thirds of participants agreeing families with children born after 1980 will see an increase in requests to participate in impact investing.

Family offices driving interest in impact investments

May 20, 2016

Family offices and high net worth individuals continue to be among the leading investors in impact investments, despite increasing interest from mainstream financial institutions, according to a new report.

Released by the Global Impact Investing Network (GIIN) and JP Morgan, the sixth annual Impact Investor Surveyfound that wealthy individuals and families accounted for 11% of total capital raised by fund managers.

Impact investing no longer uncharted territory for family offices

February 11, 2016

Impact investing is at a stage where family offices can get involved without having to chart unknown territory, according to a new appointment at Trusted Family, who previously worked for LGT Venture Philanthropy.

Wolfgang Hafenmayer became the new head of impact advisory at Trusted Family in January, and will be responsible for expanding societal impact solutions for business-owning families that are part of the online network.

Impact investing pioneers release report to measure impact of portfolio

January 29, 2016

A new impact investing report has been released in an effort to pave the way for family offices and other investors keen to measure the impact of their investments – alongside financial returns.

A new impact investing report has been released in an effort to pave the way for family offices and other investors keen to measure the impact of their investments – alongside financial returns.

Generation gap: why Millennials have hooked on to impact investing

January 19, 2016

The next generation has hooked onto impact investing like no other – so what do family offices managing multigenerational wealth need to know?

Impact investing isn’t only for the softhearted. In the past year alone, BlackRock launched new business unit BlackRock Impact, Goldman Sachs bought impact advisory firm Imprint, and former Massachusetts governor Deval Patrick now heads up Bain & Capital’s impact fund. “Some of the most celebrated and followed world-class investors have jumped into impact investing in the last year,” says Jean Case, AOL Inc entrepreneur and CEO at the Case Foundation.

Digital era could be driving wealthy millennials' interest in impact investing and philanthropy

December 15, 2015

Widespread access to digital information and social media could be driving ultra-high net worth millennials to engage more on philanthropy and impact investing, says the author of a new report that is focussed on the next generation’s attitudes to wealth.

Families in Asia seeking to “do good” shift towards impact investing

November 17, 2015

Families of wealth in Asia are increasingly looking to impact investing rather philanthropy to achieve social and environmental good, according to a new report released this week.

Families of wealth in Asia are increasingly looking to impact investing rather philanthropy to achieve social and environmental good, according to a new report released this week.

Over the next three years families anticipate allocating 44% of their “doing good capital” to impact investing, compared with 33% today.

Impact investments can achieve market rate returns, says new research

July 2, 2015

A pioneering survey examining the performance of impact investment funds, and comparing them with those that have no explicit social impact objective, has found market rate financial returns can be achieved, and in certain segments even exceeded.

The new research from the Global Impact Investing Network (GIIN) validates industry advocates who say “doing good” while achieving financial returns is possible.

Family offices to gain from G7 impact investing proposals

October 27, 2014

As one of the fastest growing groups of impact investors, family offices will benefit from the recommendations of a G7 taskforce seeking to unleash the sector’s $1 trillion potential.

As one of the fastest growing groups of impact investors, family offices will benefit from the recommendations of a G7 taskforce seeking to unleash the sector’s $1 trillion potential.

Led by Sir Ronald Cohen, the taskforce, launched last year, has established guidelines for governments and the financial sector to grow impact investing, the practice of creating measureable social and environmental good through investment.

Don’t get left holding the bag (or the oil can)

August 28, 2014

It is a term that is slowly gaining credence in the investment community: stranded assets. Put simply, the expression refers to an asset that has become obsolete or has ceased to perform in your portfolio.

The University of Oxford’s Smith School of Enterprise and the Environment has applied the term specifically to assets as they pertain to global warming and the resulting efforts to curb the phenomenon – particularly carbon assets on the books of large oil and gas companies.