Motivated by impact: A new generation of investors and philanthropists

A new generation are blurring the boundaries between investment and philanthropy. Millennials are pursuing investments that go beyond delivering a profit to having a measureable social impact as well. Sources: Oppenheimer Funds; Achieve (Millennial Impact Report 2015); US Trust; City Philanthropy; Harvard Business School Social Enterprise Initiative; Standard Life Investments / YouGov. © The Economist Intelligence Unit 2016 With increasing exposure to global issues, young investors and philanthropists are increasingly supporting causes in distant parts of the world A GLOBAL PERSPECTIVE Mark Zuckerberg (San Francisco) Founder of Facebook, 32, donated $25m to tackle Ebola in West Africa Joe Gebbia (San Francisco) co-founder Airbnb, 34, created a tool for hosts to offer free accommodation in response to the Nepal earthquake Ruth Yeoh (Singapore), Executive director YTL, 32, has invested in habitat protection of rare birds in the UK Paul Blackburne (Australia), founder of Blackburne Property Group, 40, established the Child Protection Unit with the Cambodian Children’s Fund of millennials in the US are motivated to give by a personal connection or trust in the leadership of the organisation Affluent millennials in the US are investing in: Investments are a way to express social, political, or environmental values for: 56 % 63 % 36% 34% MATURE 58% Education 39% Environment 39% Water 30% Gender equality UP CLOSE AND PERSONAL of British millennials think values-based investing delivers the same or better financial returns MILLENNIALS 67% 44% GEN X BABY BOOMERS High-net-worth investors in the US who currently own or are interested in social impact investments: How are organisations measuring the impact of financial donations? Social return on investment (SROI) 48% of 18-24 year olds in London would give more if they had more information on the impact of their financial donation MAKING AN IMPACT Logic model Mission alignment methods MILLENNIALS 85% GEN X 55% MATURE 24% BABY BOOMERS 28% Experimental methods Motivated by impact: A new generation of investors and philanthropists 16

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Transcript of Motivated by impact: A new generation of investors and philanthropists

Page 1: Motivated by impact: A new generation of investors and philanthropists

Sources: Oppenheimer Funds; Achieve (Millennial Impact Report 2015); US Trust; City Philanthropy; Harvard Business School Social Enterprise Initiative; Standard Life Investments / YouGov. © The Economist Intelligence Unit 2016

With increasing exposure to global issues, young investors and philanthropists are increasingly supporting causes in distant parts of the world

A GLOBAL PERSPECTIVE

Mark Zuckerberg (San Francisco)Founder of Facebook, 32, donated $25m to tackle Ebola in West Africa

Joe Gebbia (San Francisco) co-founder Airbnb, 34, created a tool for hosts to offer free accommodation in response to the Nepal earthquake

Ruth Yeoh (Singapore), Executive director YTL, 32, has invested in habitat protection of rare birds in the UK

Paul Blackburne (Australia), founder of Blackburne Property Group, 40, established the Child Protection Unit with the Cambodian Children’s Fund

of millennials in the US are motivated to give by a personal connection or trust in the leadership of the organisation

Affluent millennials in the US are investing in:

Investments are a way to express social, political, or environmental values for:

56%

63%36%

34%MATURE