Product Code: WI0019FR
Impact investments have become a new investment option among HNWIs and UHNWIs worldwide. They have significantly increased in market size, despite their relatively recent development in 2007. JP Morgan and Global Impact Investing Network (GIIN) estimated the market size of impact investments at around US$46 billion in 2013. In the UK market, impact investments valued GBP200 million in 2014, and are set to grow to GBP1 billion by 2016.
Different investment types - 'finance first' or 'impact first' - make the asset rather complex and difficult to value. This has led to the development of a separate wealth management division in private banks, often known as sustainable investing, responsible investing, or social finance divisions. While the majority of impact investment supply-side participants - HNWIs, corporate investors, asset managers, wealth managers and private banks - are based in developed countries such as the UK and the US, the majority of demand-side participants are based in emerging countries such as South Africa, Nigeria, Kenya, China, Brazil and India. This structure generates gaps in the wealth management market, requiring further research. This report aims to provide an in-depth analysis of key market insights and the future outlook of impact investment over the forecast period.
The report covers the following areas:
- Attitudes of wealth managers and private banks to targeting impact investors
- A global market snapshot of impact investments
- Strategies for targeting impact investments and key market regulations
- High-profile HNWI and UHNWI impact investors
Reasons To Buy
- Understand the significance of impact investments in the wealth management sector, and recognize how this asset class can have potential benefits to private banks.
- Be informed about latest market trends on impact investment products and services offerings in the six regions studied, and draw competitor analysis.
- Be aware of attitudes of wealth managers and private banks towards the future outlook of impact investments.
- Make informed decisions about impact investment growth and build better business strategies to target impact investors.
- While 67% of impact investment funds are headquartered in Europe and North America, 70% of impact investment capital is being channeled towards emerging markets.
- Microfinance and financial services combined accounted for 42% of global impact investment funds in 2014. This was followed by energy at 11%, housing at 8% food and agriculture at 8%, and healthcare at 6%.
- Impact investments are becoming more important among European governments and UHNWIs.
- Demand for socio-economic impact investments is growing in emerging economies.
- Limited availability of developed social enterprises is a barrier for impact investment growth.
Table of Contents
- 1.1. What is this Report About?
- 1.2. Definitions and Scope
2. Executive Summary
3. Attitudes of Wealth Managers and Private Banks to Targeting Impact Investors
- 3.1. Key Market Insights into Impact Investments
- 3.2. Future Outlook of Impact Investments
4. Global Market Snapshot of Impact Investments
- 4.1. Definition of Impact Investments and Key Characteristics
- 4.2. Global Market Size of Impact Investments
- 4.3. Market Potential of Impact Investments
- 4.4. Drivers and Barriers of Impact Investments
- 4.4.1. Drivers
- 4.4.2. Barriers
- 4.5. Key Products and Services Offerings
- 4.5.1. North America
- 4.5.1. Europe
- 4.5.2. Asia-Pacific
- 4.5.3. Latin America
- 4.5.4. Middle East
- 4.5.5. Africa
5. Strategies for Targeting Impact Investments, and Key Market Regulations
- 5.1. Strategies Followed by Private Banks and Wealth Managers
- 5.2. Strategies Followed by Fund Managers
- 5.3. Government Strategies to Promote Impact Investment Options
- 5.4. Key Market Regulations in Impact Investments
6. Case Studies: High-Profile HNWI and UHNWI Impact Investors
- 6.1. Mark Zuckerberg
- 6.2. Mo Ibrahim
- 6.3. Christina Wyly
- 6.4. Somak Ghosh
- 6.5. Azim Premji
7. About WealthInsight
List of Tables
- Table 1: HNWI Wealth Band and Group Definitions
- Table 2: Key Products through Asset Classes
- Table 3: Key Differences between Philanthropy, Angel Investments and Impact Investments
- Table 4: Regional Market Analysis and Potential of Impact Investments
- Table 5: List of Key Stock Exchanges Launched for Impact Investments
- Table 6: Key Impact investment Products in North America
- Table 7: Key Impact Investment Products in Europe
- Table 8: Key Impact Investment Products in Asia-Pacific
- Table 9: Key Impact Investment Products in Latin America
- Table 10: Key Impact Investment Products in the Middle East
- Table 11: Key Impact Investment Products in Africa
- Table 12: Major Impact Investment Fund Managers
- Table 13: Major Impact Investment Fund Providers focused on Sustainable Trade Finance
- Table 14: Major Impact Investment Fund Providers focused on Sustainable and Clean Energy
- Table 15: Major Impact Investment Fund Providers focused on Affordable Housing
- Table 16: Mark Zuckerberg - Profile
- Table 17: Mo Ibrahim - Profile
- Table 18: Christiana Wyly - Profile
- Table 19: Somak Ghosh - Profile
- Table 20: Azim Premji - Profile
List of Figures
- Figure 1: Global Market Size of Impact Investments by AuM in 2014, (US$ Billion)
- Figure 2: Global Breakdown of Impact Investments by Sector (%), 2014