The State of Social Finance in Family Offices
Overview
Millennials and ultra-high net worth individuals are increasingly seeking to connect with and positively change their communities through investing, and the way capital is currently deployed can no longer support this need. Impact investing, a subset of social finance, represents a paradigm shift, allocating capital for measurable social and environmental impact while still seeking financial returns. It focuses on maximizing stakeholder value rather than concentrating exclusively on shareholder value—in essence, to “do well by doing good.”