We surveyed single-family offices in our network about their impact investment programs, including allocations, future deployment plans, and key drivers of interest.
• 35% of respondents include impact investments in their overall investment strategy
• 55% have a current allocation to impact investments of less than 5%
• 91% have invested less than $25 million in impact strategies to date
• 82% expect to deploy between $1 million-$25 million toward impact investments in next 12 months
• Of those family offices that are not currently investing in impact, 61% are ‘somewhat’ or ‘very’ likely to explore the area in the next 12 months
• 43% cite the founding principals and 29% cite the next generation as the key drivers of interest in impact
• Top impact themes of interest to family offices are environment/climate change and clean technology
iCapital’s member network is comprised of approximately 1,500 wealthy individuals and families, family offices, and the key professionals they rely on for investment guidance such as registered investment advisors, financial planners, wealth managers, brokerage representatives and private bankers. Each member is a qualified purchaser or an advisor thereto, meeting one or more of the following criteria:
• Individual investors own at least US$5 million of investable assets
• Companies own or oversee at least US$25 million of investable assets
We conduct regular pulse polls and research surveys with our network members in order to identify and understand the evolving priorities, preferences and concerns within the high-net-worth investing community.
The survey was sent to the entire network via email and conducted using an online survey tool. Responses are voluntary and do not include the entire network. Member demographics and psychographics are substantially similar and may result in response bias. Totals may not foot due to rounding.
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