Family offices and their approach to impact investment

On-demand

Wealthy families whose assets are managed by specially created, privately-held companies – family offices – are increasingly recognising the allure of investments made with an intent to create measurable positive impact, alongside financial returns. This webinar will assess whether a rush of family office-managed private wealth into impact investments inevitable and how approaches to impact may differ.

Moderator

Michael Hurley
Senior Reporter – Impact Environmental Finance

Speakers

Damian Payiatakis
Head of Sustainable & Impact Investing Barclays
Andrew Lee
Managing Director, Head of Sustainable and Impact Investing, Chief Investment Office UBS Global Wealth Management
Dipti Pratt
Member Engagement Director, Americas Toniic
Jessica Matthews
Managing Director, Global Head of Sustainable Investing JP Morgan

Discussion points

How are family offices approaching impact investing and what thematic areas are they investing in?

Could we be about to see a rush of family office-managed private wealth into impact investments or are exclusion-based strategies preferred?

How do family offices measure impact? Do they rely more on internal methodologies or external organisations when assessing the impact of investments?

What proportion are working with third-party asset managers for impact strategies?

Are family offices ahead of pension funds in this space? How do their approaches compare?

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