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The 2008 HNWI & Sustainable Investment Study published by Eurosif examines the sustainable investment strategies used by wealthy families in their asset allocations and the extent to which they integrate environmental, social and governance (ESG) issues into their investment decision-making and ownership practices.
Eurosif estimates that sustainable investments represent approximately 8% of European HNWIs’ portfolios as of December 31, 2007 and predicts that by 2012 the share will have increased to 12%, surpassing the €1 trillion mark.
Other key findings of the Study include:
• The amount of wealth available for investing by this group is at an all time high and projected
• The demand for ‘sustainability criteria’ as an offering within this sector is growing largely due to a generational shift in thinking about capital growth and preservation as well as financial out performance prospects.
• HNWIs have transitioned from only doing philanthropy to increasingly integrating sustainability criteria in their actual investments, reflecting a growing consensus that financial returns are consistent with sustainability issues
Download the Press Release (English)