RESEAR CH
IMPACT GENERATION
SUSTAINABLE/IMPACT
Ethically minded, technology savvy and eager to make a positive impact—the next generation are driving family offices’ movement into sustainable and impact investing. But are the expectation of returns realistic or are families just following a trend?
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CAMPDENFB.COM
ustainable and impact investing continue to be attractive for family offices and are among the fastest growing areas in the average family
office investment portfolio. But uncertainty persists for many interested in the asset class, with fewer expert advisers compared to more traditional classes.
Family offices increased their foray into
sustainable investing over the past 12 months, with more than one-third (38%) now engaged in the practice, according to The Global Office Family Report 2018 (GFOR). Significantly, nearly 45% of the families are
planning to further increase their allocations to sustainable investing over the coming year and 39% are expecting to increase their allotment to sustainable investing when the next generation takes control of the family’s wealth. As a next-generation leader, Leon Fear,
director of UK-based international property investors Fear Group, says his company is looking into investments in areas such as clean water and particularly energy and food. “Our in-house research, which generates areas
of interest for us, is increasingly showing clean water, food production, and sustainable energy as areas of significant growth which are hugely important from a social point of view,” he says. But Fear, who runs Fear Group with his
father Stephen, says families should exercise due diligence when deciding to invest in this relatively nascent space and not leap blindly into an investment that looks good on paper. “In my experience there are always
challenges with any investment, but this is especially true in areas which are unproven
ISSUE 75 SUPPLEMENT | 2019
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