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Impact Investing Institute launches “Family Offices: Roadmap to Impact”

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The Impact Investing Institute has unveiled its latest practical investor guide, “Family Offices: A Roadmap to Impact”. 

The institute writes that Schroders Family Office Service helped in producing this resource to create publicly available research and practical materials that inspire and guide to family offices and their advisers, who want to use their wealth to achieve positive change in the world.

Through this work, the Impact Investing Institute writes that it hopes to accelerate the participation of wealthy families in the impact investing field. The guide offers practical advice to help families align their values with their wealth and engage the next generation, allowing them to make an active contribution to solving the great social and environmental issues of our time.

The global wealth managed by families is estimated to amount to USD10 trillion. Family offices are in a unique position to apply their values to their investments, unconstrained by the restrictions that can inhibit other institutional investors. This freedom empowers family offices to act swiftly on social and environmental issues they care about while maintaining compelling financial performance.

Drawing on the real-world experiences of family offices that have successfully adopted an impact approach, the institute writes that this guide provides practical steps, information, and resources to help families navigate their route to impact investing.

“It explores how families can go about setting up an impact-focused family office from scratch as well as progressing an existing office from a traditional investment approach.

“Readers can learn about the common steps families are taking, including how to advocate internally for impact, ensuring an inclusive approach and alignment with family values. The report also explores how to create an impact framework, the questions to ask external advisers and managers, and best practices for impact measurement and management.”

“We are excited to release this comprehensive guide to help families and their advisers navigate the world of impact investing. As the impact investing market is growing, more families are looking to align their wealth with their values and our guide will empower them to do that” says Sarah Teacher, Executive Director at Impact Investing Institute. “By sharing practical steps, insights, and resources, we want to help family offices maximise their role as active contributors to solving the pressing social and environmental issues of our time.”

Lyn Tomlinson, Head of Impact and Philanthropy at Schroders Wealth Management, says: “We know many families wish to use the resources they have available, whether that is their land, operational businesses, or their investments to have a positive impact on society and the environment. We also understand that there is a seemingly complex path to navigate for those embarking on this journey. This is why we are delighted to partner with the Impact Investing Institute to commission this important piece of work. “Family Offices: A Roadmap to Impact” is intended to be as deeply practical as it is inspirational. We hope that all family offices can use this knowledge and learning from their peers to implement a legacy they are proud of.”

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