Category: Reports

THE INVESTOR’S GUIDE TO IMPACT WEALTH MANAGEMENT provides a practical entry point for wealth holders looking to integrate impact into their wealth structures and investment portfolios. Drawing on research and interviews facilitated by The ImPact and the Center for Sustainable Finance and Private Wealth (CSP), it clarifies key concepts and essential capabilities within impact-focused wealth management.

The guide features real-world examples from current wealth management organizations and offers concrete steps for wealth holders to define their objectives, evaluate wealth manager services, and fully realize the impact potential of their assets.

This is what we hope it achieves:
– Increase transparency into the impact capabilities of wealth managers by highlighting how a diverse group of 13 wealth managers embed impact across the client journey.
– Highlight practices that can be more broadly adopted by sharing case studies and showcasing scalable sustainable and impact approaches.
– Reveal opportunities for ecosystem building by emphasizing opportunities to coordinate efforts that bring wealth holders and wealth managers on the same page.

Think of it as a roadmap for aligning your assets and values from day one, helping you choose the right partners and act with purpose.

How are Latin American families aligning capital with values?

This 2025 report offers a deeper examination of how high-net-worth families across the region are engaging with impact investing. Drawing on survey responses from 80 families and interviews with leading practitioners, it reveals a strong and growing commitment: 85% of families report deploying capital for impact in 2025, with more than three-quarters planning to maintain or expand their allocations.

Families are directing capital to key areas such as education (41%), biodiversity and conservation (30%), clean energy (28%), and sustainable agriculture (27%). Together, respondents reported $1.4 billion already deployed in impact investments and plans to invest an additional $725 million in the coming year.

The findings highlight a maturing field: families with over a decade of experience allocate over 20% of their portfolios to impact and deploy larger ticket sizes, while newer entrants remain cautious, often investing smaller amounts below 5% of their portfolios. Yet across all experience levels, families are motivated by values alignment (82%) and a strong preference for investing locally (90%).

Challenges persist, including limited access to quality deals, gaps in team expertise, and the complexity of measuring impact. Despite these hurdles, momentum is building, especially as women and next-gens play a larger role in shaping strategies. Families are also showing interest in blended finance structures, reflecting closer integration with global practices.

This report offers both a snapshot and roadmap for how Latin American families are mobilizing capital to address the region’s urgent social and environmental challenges — and what is needed to unlock the next wave of impact.

Download the Spanish version here.

How are families in Asia leveraging capital and business for good?

“Insights from the Journeys of Eight Asian Families: Ten Key Actions to Investing for Impact” is the second edition following the original “Ten Ingredients to Impact Investing,” which featured families from the Americas and Europe.

This updated report focuses on how eight Asian families align their values, navigate complex family dynamics, and adopt intentional investment strategies across their businesses, family offices, and philanthropic efforts. It showcases what good can look like–where there is deep trust, alignment of values, and intentionality within the family to integrate financial objectives with social and environmental outcomes. The report offers practical insights and resources for the ten key actions these families take to align their capital with their values and goals.

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

How are Latin American families aligning capital with values?

This 2023 report offers an inside look at how high-net-worth families across the region are engaging with impact investing. Based on data from surveyed families managing a collective $1.2 billion in impact investments, the findings show strong motivation to address local social and environmental challenges, particularly in areas such as education, environmental conservation, and health. While impact currently represents a modest share of total family wealth, the interest is growing: families reported plans to increase their impact allocations by 29% in 2023 alone.

Yet even among committed families, challenges persist. The report highlights barriers such as limited access to quality impact deals, a shortage of experienced impact-focused wealth managers, and the need to professionalize internal investment structures further. Despite these hurdles, momentum is building. Many families are prioritizing next-gen engagement and viewing impact investing as a way to diversify portfolios while remaining true to their values. This report provides both a snapshot and a roadmap for those seeking to deepen their role in shaping a more inclusive and sustainable future across Latin America.

Find the Spanish version of this report here.

Be on the lookout for the 2025 version of this report to be published soon!

财富传承密码：欧美家族的影响力投资之道 

《财富传承密码》报告基于2021年采访的八个欧美家族写成。所选择 的八个家族横跨四大洲，代表了影响力探索之路上处在不同发展阶段的家族办公室。尽管每个家族所采用的策略不尽相同，所有家族都有着相同的目标，即通过财富投资创造积极的影响力，为子孙后代留下可持续的遗产。

这份报告包含了：

The ImPact提出的行动框架，即家族在构想、发展和实施影响力投资策略时可以实施的十大关键行动。

针对每一个关键行动，家族及其家族办公室代表的实践范例。

报告下载。

You can also find the English version of this report here. 

财富传承密码：亚裔家族的影响力投资之道

本报告为《财富传承密码：欧美家族的影响力投资之道》的续篇。此次，我们将视野从欧美拓展至亚洲，聚焦八个多代际传承的家族，分享他们如何进行长期的资本规划与配置， 并依托家族企业的力量，为社会创造深远而积极的影响。

报告着重探讨了这些家族如何凝聚共同价值观、从容应对代际传承的挑战，并通过系统化的投资策略，在家族企业、家族办公室与慈善事业三大板块中，实现财务回报与社会环境效益的和谐统一。

中文摘要下载。全中文报告将于2026年第一季度完成。

You can also find the English version of this report here.

How do we align financial incentives with impact outcomes?

As the impact investing industry matures, the conversation is shifting from why to how, and few questions are as important as how to ensure incentives reinforce impact. This groundbreaking report explores Impact-Linked Compensation (ILC), the practice of tying fund manager compensation to social and environmental performance. Drawing on extensive research, including input from over 200 organizations and interviews with 38 GPs, LPs, and intermediaries, this guide provides practical design options, a flexible decision-making framework, and candid insights from practitioners who are pioneering ILC across geographies, sectors, and fund types.

This is a joint report by The Impact and Universität Zürich, maps ultra-high net worth (UHNW) families’ interests and activities in impact investing, revealing a gap between desired and actual investments, particularly in Education and Agriculture and Food, while also highlighting the impact of COVID-19 in increasing motivation for impact investing. It proposes financial intermediaries improve their impact investment offerings and suggests families plan to increase their impact investment allocation significantly over the next ten years.

This report analyzes the gap between ultra-high net worth (UHNW) families’ interests and their actual impact investment activities, revealing significant unmet demand in sectors like Agriculture and Food and Water, particularly in the US and global markets.

It highlights dissatisfaction with advisors lacking impact investing expertise and proposes that intermediaries develop more specialized strategies and improve deal flow and due diligence. The report also indicates a growing trend towards increasing impact investment allocations over the next ten years.