1. Market Research
  2. > Financial Services
  3. > Banking
  4. > Private Banking Market Trends
  5. > Insight Report: Impact Investments 2015 – Global Opportunities

Synopsis
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.

Summary
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.

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.

Table Of Contents

Insight Report: Impact Investments 2015 - Global Opportunities
Table of Contents
1 Introduction
1.1 What is this Report About?
1.2 Definitions and Scope
2 Executive Summary
3 Attitudes of Wealth Managers and Private Banks to Targeting Impact Investors
3.1 Key Market Insights into Impact Investments
3.2 Future Outlook of Impact Investments
4 Global Market Snapshot of Impact Investments
4.1 Definition of Impact Investments and Key Characteristics
4.2 Global Market Size of Impact Investments
4.3 Market Potential of Impact Investments
4.4 Drivers and Barriers of Impact Investments
4.4.1 Drivers
4.4.2 Barriers
4.5 Key Products and Services Offerings
4.5.1 North America
4.5.1 Europe
4.5.2 Asia-Pacific
4.5.3 Latin America
4.5.4 Middle East
4.5.5 Africa
5. Strategies for Targeting Impact Investments, and Key Market Regulations
5.1 Strategies Followed by Private Banks and Wealth Managers
5.2 Strategies Followed by Fund Managers
5.3 Government Strategies to Promote Impact Investment Options
5.4 Key Market Regulations in Impact Investments
6. Case Studies: High-Profile HNWI and UHNWI Impact Investors
6.1 Mark Zuckerberg
6.2 Mo Ibrahim
6.3 Christina Wyly
6.4 Somak Ghosh
6.5 Azim Premji
7. About WealthInsight

List of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Key Products through Asset Classes
Table 3: Key Differences between Philanthropy, Angel Investments and Impact Investments
Table 4: Regional Market Analysis and Potential of Impact Investments
Table 5: List of Key Stock Exchanges Launched for Impact Investments
Table 6: Key Impact investment Products in North America
Table 7: Key Impact Investment Products in Europe
Table 8: Key Impact Investment Products in Asia-Pacific
Table 9: Key Impact Investment Products in Latin America
Table 10: Key Impact Investment Products in the Middle East
Table 11: Key Impact Investment Products in Africa
Table 12: Major Impact Investment Fund Managers
Table 13: Major Impact Investment Fund Providers focused on Sustainable Trade Finance
Table 14: Major Impact Investment Fund Providers focused on Sustainable and Clean Energy
Table 15: Major Impact Investment Fund Providers focused on Affordable Housing
Table 16: Mark Zuckerberg - Profile
Table 17: Mo Ibrahim - Profile
Table 18: Christiana Wyly - Profile
Table 19: Somak Ghosh - Profile
Table 20: Azim Premji - Profile

List of Figures
Figure 1: Global Market Size of Impact Investments by AuM in 2014, (US$ Billion)
Figure 2: Global Breakdown of Impact Investments by Sector (%), 2014

View This Report »

Get Industry Insights. Simply.

  • Latest reports & slideshows with insights from top research analysts
  • 24 Million searchable statistics with tables, figures & datasets
  • More than 10,000 trusted sources
24/7 Customer Support

Talk to Veronica

+1 718 514 2762

Purchase Reports From Reputable Market Research Publishers
UK Wealth Report 2016

UK Wealth Report 2016

  • $ 4995
  • Industry report
  • September 2016
  • by WealthInsight

Synopsis This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in UK. Summary This report reviews the performance ...

Italy Wealth Report 2016

Italy Wealth Report 2016

  • $ 4995
  • Industry report
  • September 2016
  • by WealthInsight

Synopsis This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Italy. Summary This report reviews the ...

Malaysia Wealth Report 2016

Malaysia Wealth Report 2016

  • $ 4995
  • Industry report
  • October 2016
  • by WealthInsight

Synopsis This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Malaysia. Summary This report reviews ...

Switzerland Wealth Report 2016

August 2016 $ 4995

Netherlands Wealth Report 2016

September 2016 $ 4995

France Wealth Report 2016

September 2016 $ 4995

China Wealth Report 2016

November 2016 $ 4995

Russia Wealth Report 2016

November 2016 $ 4995

Hnwi Asset Allocation 2020

October 2016 $ 3800

ref:plp2015

Reportlinker.com © Copyright 2016. All rights reserved.

ReportLinker simplifies how Analysts and Decision Makers get industry data for their business.