Impact investing & family offices

Impact investing is no longer a novel concept in the family office space. This is evident in the Global Impact Investing Network’s (GIIN) most recent Impact Investor Survey results, whose respondents climbed from just twenty-four in 2010 to nearly three hundred in 2020. The survey also indicates that the impact investing market is now worth a considerable US$715 billion.

Impact Investing: Strategy and Action – Rockefeller Philanthropy Advisors

It is no secret that family offices and ultra-high net worth individual (UHNWI) investors hold tremendous power in this sector due to their unique agility. This enables them to ethically leverage privately-owned capital to invest towards transformation and address our time’s significant social and environmental challenges while also generating verifiable outcomes and profits. Yet, each family office is different, as is their approach to responsible, ESG and impact investing and where their portfolios lie on this spectrum as a result.

With this in mind, today the team at Simple released the 2022 Sustainable & Impact Investing Review. The review surveys the impact investing landscape from the family office perspective, reviewing families’ unique approaches through various case studies. These examples include direct investments, continued involvement of family offices in innovative projects, and family offices stepping in to act as stewards of a fund’s initial impact investment. Below is a brief synopsis of the review’s key highlights.