For the past five years, the Investing for Global Impact Report has provided a global benchmark for impact investing and an insight into the key themes and challenges facing the impact investing space; including the marriage between philanthropy and impact investing, how investors connect with causes that resonate and the increasing expectations of donors.
Over 300 respondents representing Foundations, Family Offices and HNW Individuals participated in the 2018 survey, a 32% year-on-year increase with an estimated $123bn of cumulative managed wealth.
Overview
Family offices, foundations and high-net-worth individuals are continuing to be committed to applying their capital to being the social/environmental change they wish to see in the world. Their motivations are little changed from previous reports: a sense of ‘responsibility to make the world and better place’ and to ‘contribute to sustainable development’ however these intrinsic motivations are not inherently linked to formal, international change-making frameworks, this survey found.
Damian Payiatakis and Alexander Joshi of Barclays
The Fifth Anniversary Edition of the Investing for Global Impact Report 2018
With case studies featuring:
Some Findings
Some Findings
- The majority of respondents (68%) currently hold 1-5 impact investments
- Private Equity continues to be the most popular financial instrument used to make impact investments (69%)
- Clean Energy / Green Tech is currently the most popular theme to invest in
- The challenge of ‘measuring social impact’ and ‘making additional funds available’ are the key barriers to increasing engagement in philanthropy for HNWIs and family offices
- General awareness about impact investing continues to be one of the biggest challenges for impact investing
and more…
For continued insights from the Fifth Anniversary Edition of the Investing for Global Impact Report keep an eye out for further events and panel discussion announced in the coming weeks.