hope consulting
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hope consulting presentation at socap10TRANSCRIPT
Connect ing Pr ivate Capita l Markets to Impact Invest ing Opportunit ies |Greg U l r i ch
For more in fo rmat ion see : www.hopeconsult ing.us/money-for -good
4 Topics, 8 Minutes
1. Interest and Demand for Impact Investments among Individuals
2. What Individual Investors Want in Impact Investments
3. What is Holding Investors Back from Getting into Impact Investing
4. Where We Go from Here
Connect ing Pr ivate Capita l Markets to Impact Invest ing Opportunit ies |Greg U l r i ch
For more in fo rmat ion see : www.hopeconsult ing.us/money-for -good
1. Most individuals are open to impact investing, and are willing to invest ~$120B
Not interested:
13%
Not Yet Sure:
40%
Interested:
48%
Amountto Invest
% of People
Market Opportunit
y
$0 13% $0B
<$1k 36% $2B
<$10k 37% $29B
<$25k 9% $27B
<$100k 3% $35B
>$100k <1% $26B
TOTAL 100% $120B
MOST INDIVIDUALS OPEN$120B OF DEMAND; HALF
<$25K
Connect ing Pr ivate Capita l Markets to Impact Invest ing Opportunit ies |Greg U l r i ch
For more in fo rmat ion see : www.hopeconsult ing.us/money-for -good
2. People aren’t homogenous; we found 3 major segments of investors with different motivations
6%
7%
32%
23%
14%
3%
50%
6%
10%
3%
56%
3%
6%
3%
3%
Top Five Drivers of Interest
Guarantees Principal Back
Addresses Cause I Care About
Track Record of Success
Solid Business Model/Business Plan
Well Known & Reputable Company
Safety FirstSocially Focused
Quality Organizatio
n
Connect ing Pr ivate Capita l Markets to Impact Invest ing Opportunit ies |Greg U l r i ch
For more in fo rmat ion see : www.hopeconsult ing.us/money-for -good
3. Top 5 barriers for investors relate to the newness of the sector, and are consistent across segments
Connect ing Pr ivate Capita l Markets to Impact Invest ing Opportunit ies |Greg U l r i ch
For more in fo rmat ion see : www.hopeconsult ing.us/money-for -good
4. What we need to move forward
Information and Infrastructure • Low awareness among individuals (and among advisors)• Need information on track record; need to be able to find and access• Basic needs consistent across all types of investors
Product• Lack of products that fit key investor needs• Available for individuals and advisors• Tailored by investor segment
The financial advisor• Most important channel for individuals• Have barriers related to information, awareness, product, infrastructure • Need to understand (and address) the barriers and challenges FAs face