Download - Patrick Elmer
Unlocking private wealth for
economic development
Premium Clients Switzerland & Global EAM
Zurich, 14. November 2013
Patrick Elmer, Head Philanthropy Services and Responsible Investment
Why Are We Here Today?
2
Our world today
Global Adult Population (Billion) Total Wealth (Trillion USD)
0.4
1.1
3.2
200
33
7
Our World Today
3
Total wealth
worldwide
USD 200 tn
Philanthropic
giving
0.028%
+
Official
Development
Assistance
0.065%
Tremendous Untapped Potential
4
Why Care?
5
63%
26%
11%
Social impact
Financial return
Diversification
Primary Reason To Invest In Microfinance
Source: Credit Suisse Survey 6
Expected Financial Return
Source: Credit Suisse internal survey, 2010
< 2% 2-4% >4%
34% 53%
13%
7 Source: Credit Suisse Survey
Insights on Wealth and Worth
8 Source: U.S. Trust / Bank of America
45% of HNWIs agree that their investment
decisions are a way to express their social, political and environmental values
60% of HNWIs feel that the way they invest can have some influence on society
46% of HNWIs are willing to accept lower
returns from investments in companies that have a greater positive impact
51% 51% 44% 40% 39%
Access to Capital
Access to Education
Political System
Health Issues
Economic System
The Most Notable Obstacles To Wealth Creation
9 Source: Forbes 400 Summit on Philanthropy, supported by Credit Suisse
Evolving Investors’ Preferences ….
10
Global
diversification
Africa
focus
Mutual
Funds
Institutional
Investors Private
Investors
Direct
investment
Fixed
income Mission
alignment
Structured
Notes
Agriculture
Health
Liquidity
Microfinance
Energy
Low
risk
High yield
High
impact Hard
Currencies
Asia
11
To Fit With Needs In The Field
Patient
capital
Network
Infrastructures
Training
Expertise
Access to
markets
Local currencies Product and
service
delivery
12
But How To Make It Fly?
Putting Pieces Together
13
Funding +
Technical
Assistance
Structure &
Story
Strategic
Partners
Trust &
Credibility
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