Bertelsmann Stiftung (ed.)

How to increase family office engagement in impact investing

  • 1. edition 2020, 32 pp (PDF)
  • Free of charge

We are pleased to share our white paper on Family Offices and Impact Investing. In this white paper, we wanted to better understand families’ motivations and constraints when it comes to impact investing. With this perspective, 27 (Ultra)-High Net Worth Individuals investing within their family settings have participated in a detailed survey exercise about major drivers for impact investing, existing collaboration and communication patterns as well as the challenges they face in moving their capital towards impact. Our analysis builds on the “trend” that families and family offices expect to increase their impact allocations in coming years to play an important role in support of the Sustainable Development Goals. Our purpose is to help them overcome the degrees of separation between interest and actual implementation and explore a set of recommendations for practical action. We believe that if we can help these actors increase their impact engagement activity in a practical way, few actions may be more catalytic.

We hope that you find the white paper insightful and look forward to hearing your feedback on the same.