High Net Worth Individuals & Sustainable Investment 2012


Authors
Anders Nordheim, Eva Hammer and Others

Research Organisation
Eurosif in collaboration with Bank Sarasin

Report Date
Nov. 1, 2012

Document summary

This study shows that sustainable investments by European HNWIs have increased by nearly 60% over the past two years, compared to an 18% increase in overall European HNWI wealth over the same period. Sustainable investments rose to €1.15 trillion compared to €729 billion in 2009, reflecting persistent demand even in volatile markets. The growth mainly derives from inflow of new money from new clients (44%) and from existing clients deepening their commitment (37%). The study also covers impact investing for the first time. The survey shows that impact investing is common among HNWIs, with 1 out of 2 respondents allocating assets to this type of investment. Looking to the future, 87% respondents continue to predict a steady or even sharp increase in sustainable investments by HNWIs, especially as more and more view sustainable investment as a financial discipline to be integrated across all assets.

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