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Hope consulting

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hope consulting presentation at socap10

hope consulting presentation at socap10

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Transcript

  • 1. 4 Topics, 8 Minutes
    Interest and Demand for Impact Investments among Individuals
    What Individual Investors Want in Impact Investments
    What is Holding Investors Back from Getting into Impact Investing
    Where We Go from Here
  • 2. 1. Most individuals are open to impact investing, and are willing to invest ~$120B
    Most Individuals Open
    $120B of Demand; Half <$25k
    Not
    interested:
    13%
    Interested:
    48%
    Not Yet Sure:
    40%
  • 3. 2. People aren’t homogenous; we found 3 major segments of investors with different motivations
    Safety First
    Socially Focused
    Quality Organization
    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
  • 4. 3. Top 5 barriers for investors relate to the newness of the sector, and are consistent across segments
  • 5. 4. What we need to move forward
    • Information and Infrastructure
    • 6. Low awareness among individuals (and among advisors)
    • 7. Need information on track record; need to be able to find and access
    • 8. Basic needs consistent across all types of investors
    • 9. The financial advisor
    • 10. Most important channel for individuals
    • 11. Have barriers related to information, awareness, product, infrastructure
    • 12. Need to understand (and address) the barriers and challenges FAs face
    • 13. Product
    • 14. Lack of products that fit key investor needs
    • 15. Available for individuals and advisors
    • 16. Tailored by investor segment