||10th May - 9.00am-2.30pm
||Dutch Hall, 7 Austin Friars, London - EC2N 2HA
With the upcoming transfer of intergenerational wealth at $30 trillion, how do fund managers assess economic risk in striking a balance between the requirements and regulations of portfolio mandates, the standards of ESGs and the desire to match the SDGs, alongside financial performance?
As recognised in the Campden Wealth and UBS Global Family Office Report 2016, the most important objective in family offices is the management of this transfer. Values-based investments have become the fundamental core strategy within family offices.
Impact investment provides a platform for the values of both the current holders of wealth, and their inheritors, to be aligned. 61% of family offices are either currently active or expect to be active in impact investing in the coming months. Some 47% of family offices believe that impact investing is a more efficient use of funds to achieve social impact than philanthropy.
The Social Stock Exchange event will discuss this strategy and the practicalities of transferring wealth between generations in the new world of the SDGs.