and unknown. Knowledge is key so understanding the given sector and working with chosen operational partners who can demonstrate their understanding and knowledge is vital.”


MISSION


STATEMENT Mission-driven investments are broadly defined as an investment strategy that incorporates environmental, social, and corporate governance criteria into the investment process. Clean energy, water, gender equality, and healthcare are among the more popular mission-driven sectors families are investing in. It is a trend that is being largely driven by the


next generation of family office leaders, who are in tune with the media and more socially aware than their predecessors, says Carolina Moura- Alves, head of fixed income strategy at wealth manager UBS. “Sustainable investing has become


increasingly mainstream so at some stage it becomes difficult to avoid investing sustainably,” Moura-Alves says. “We see the next generation coming on board and this younger generation are more


often aware of sustainability issues and they are looking to deploy their wealth in a more sustainable way.” As part of the increase in sustainable


investing, impact investing—investing for the purpose of a financial return and measurable social and/or environmental impact—has also continued to prove popular with families. Now 32% of families are involved in impact investing, up from 28% last year. More than half (54%) of families also plan to increase their allocation to impact investing over the coming year. While family offices and families


have always been extremely active in philanthropic investments, impact investing has become increasingly popular because


> MOST COMMON A SSET CLASSES FOR IMPACT INVES TING


Private equity Equity


Real estate Microfinance Private debt Alternatives Public equity (direct) Green bonds Fixed income


Public equity (funds) Development bank bonds Commodities


Cash and cash equivalents Hedge funds Medical


67% 39% 27% 21% 20% 17% 9.7% 8.1% 8.1% 4.8% 3.2% 3.2% 3.2% 1.6% 1.6%


>


Source: The UBS / Campden Wealth Global Family Office Report 2018


Note: Respondents were able to select multiple options


ISSUE 75 SUPPLEMENT | 2019


CAMPDENFB.COM


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80% 70% 60% 50% 40% 30% 20% 10% 0%


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