Impact Investing

How Family Offices Invest for Sustainability and Impact

Family offices are focusing more on sustainable and impact investments, seeking both financial returns and positive outcomes. They want better data and education to align their entire portfolios with their philanthropic goals, says Andrew Lee of UBS Global Wealth Management.

Impact Investing Delivers Family Engagement—and ROI

The $1.1 trillion impact investing market demonstrates that it's now possible to achieve competitive financial outcomes while making a positive social and environmental impact. And family offices are on board.

The evolution of impact investing

A recent survey suggests that the field of impact investing is maturing, with increasingly sophisticated ways to approach matching investments with the family’s values.

Engage the NextGen with Impact Investing

“We have found impact investing to be a wonderful tool to connect generations that may at first glance look like they have different values and different interests."