How are families in Asia aligning capital with values?

This 2025 report provides an overview of how high-net-worth families across Asia are incorporating values into their investment strategies. Based on in-depth case studies with eight pioneering families, it distills Ten Key Actions that provide a roadmap for others seeking to align wealth with purpose.

The findings highlight that values are the foundation of decision-making, guiding both portfolio strategies and family dynamics. Families are combining philanthropy, commercial investments, and innovative financing tools to achieve social and environmental goals, while balancing cultural traditions and intergenerational perspectives.

Challenges persist, including limited disclosure around private wealth, a shortage of tailored investment opportunities, and hesitancy to speak openly about money within families. Yet momentum is building. Asian families are not only deploying significant capital but also reshaping markets by embedding sustainability into their businesses and contributing expertise to the broader ecosystem.

This report demonstrates that while there is no single path to impact investing, Asian families are showing how values-driven capital can be a powerful force for good across the region.

This report was published in partnership with the Center for Sustainable Finance and Private Wealth.