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 returnsMILLENNIALS 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 X55%
MATURE24%
BABYBOOMERS
28%
Experimental methods
Motivated by impact:A new generation of investors and philanthropists
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