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.
This report provides insights into the rise of impact
investments in the wealth management sector. It analyzes the market potential
of impact investments in six regions: North America, Europe, Asia-Pacific,
Latin America, the Middle East, and Africa. In particular, the report
identifies key product and service offerings by major private banks in these
regions. It also highlights key strategies adopted by wealth managers, fund
managers and governments worldwide to target impact investors. The analysis is
based on extensive primary research with key experts in the field to determine
current trends and future expectations, enabling financial advisors to remain
competitive in the wealth management industry.
Scope
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.
Key Highlights
- 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.
Spanning over 58 pages “Insight Report: Impact Investments 2015 - Global
Opportunities” report covers Introduction, Executive
Summary, Attitudes of Wealth Managers and Private Banks to Targeting Impact
Investors, Global Market Snapshot of Impact Investments, Strategies for
Targeting Impact Investments, and Key Market Regulations, Case Studies:
High-Profile HNWI and UHNWI Impact Investors. The report covered companies are
- Barclays, Lloyds, Royal Bank of Scotland, Deutsche Bank, Credit Suisse,
Acumen Fund, Rockefeller Foundation, B Lab, Royal Bank of Canada Wealth
Management, Capgemini, ABN AMRO
For
further information on this report, please visit-
http://mrr.cm/42Y
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Reports at: http://www.marketresearchreports.com/wealth-management
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