Patrick Elmer


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Measuring the impact of investments remains a main challenge for sustainable finance professionals and, together with Climate Change, an overarching theme at TBLI. Sixteen related workshops offer debate on ESG and Impact Investing trends, private equity, portfolio strategy, food production, emerging markets, sustainable energy or philanthropy investing.

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Patrick Elmer

  1. 1. Premium Clients Switzerland & Global EAM Unlocking private wealth for economic development Zurich, 14. November 2013 Patrick Elmer, Head Philanthropy Services and Responsible Investment
  2. 2. Why Are We Here Today? 2
  3. 3. Our world today Our World Today Global Adult Population (Billion) Total Wealth (Trillion USD) 0.4 200 1.1 33 3.2 7 3
  4. 4. Tremendous Untapped Potential Total wealth worldwide USD 200 tn Philanthropic giving 0.028% + Official Development Assistance 0.065% 4
  5. 5. Why Care? 5
  6. 6. Primary Reason To Invest In Microfinance 63% Social impact 26% Diversification Financial return Source: Credit Suisse Survey 11% 6
  7. 7. Expected Financial Return 34% 53% 13% < 2% 2-4% >4% Source: Credit Suisse internal survey, 2010 Source: Credit Suisse Survey 7
  8. 8. Insights on Wealth and Worth  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 Source: U.S. Trust / Bank of America 8
  9. 9. The Most Notable Obstacles To Wealth Creation 51% Access to Capital 51% Access to Education 44% 40% 39% Political System Health Issues Economic System Source: Forbes 400 Summit on Philanthropy, supported by Credit Suisse 9
  10. 10. Evolving Investors’ Preferences …. Global diversification High impact Africa focus Hard Currencies Microfinance Mutual Funds Energy Asia Low risk Fixed income Direct investment Private Investors Health Structured Notes High yield Liquidity Agriculture Mission alignment Institutional Investors 10
  11. 11. To Fit With Needs In The Field Local currencies Product and service delivery Access to markets Patient capital Expertise Infrastructures Training Network 11
  12. 12. But How To Make It Fly? 12
  13. 13. Putting Pieces Together Funding + Technical Assistance Strategic Partners Structure & Story Trust & Credibility 13
  14. 14. Disclaimer This document was produced by Credit Suisse AG and/or its affiliates (hereafter "CS") with the greatest of care and to the best of its knowledge and belief. However, CS provides no guarantee with regard to its content and completeness and does not accept any liability for losses which might arise from making use of this information. The opinions expressed in this document are those of CS at the time of writing and are subject to change at any time without notice. If nothing is indicated to the contrary, all figures are unaudited. This document is provided for information purposes only and is for the exclusive use of the recipient. It does not constitute an offer or a recommendation to buy or sell financial instruments or banking services and does not release the recipient from exercising his/her own judgment. The recipient is in particular recommended to check that the information provided is in line with his/her own circumstances with regard to any legal, regulatory, tax or other consequences, if necessary with the help of a professional advisor. This document may not be reproduced either in part or in full without the written permission of CS. It is expressly not intended for persons who, due to their nationality or place of residence, are not permitted access to such information under local law. Neither this document nor any copy thereof may be sent, taken into or distributed in the United States or to any U. S. person (within the meaning of Regulation S under the US Securities Act of 1933, as amended). Every investment involves risk, especially with regard to fluctuations in value and return. Investments in foreign currencies involve the additional risk that the foreign currency might lose value against the investor's reference currency. Historical performance indications and financial market scenarios are no guarantee for current or future performance. Performance indications do not consider commissions levied at subscription and/or redemption. Furthermore, no guarantee can be given that the performance of the benchmark will be reached or outperformed. Commodity investments are subject to greater fluctuations in value than normal investments and may lead to additional investment risks. The collective investment scheme mentioned in this publication was launched in Switzerland. The fund management company is Credit Suisse Funds AG, Zurich. The custodian bank is Credit Suisse AG, Zurich. Subscriptions are only valid on the basis of the current sales prospectus with the integrated fund contract, the simplified prospectus, and the most recent annual report (or semi-annual report, if more recent). The prospectus with integrated fund contract, the simplified prospectus, and the annual and semi-annual reports are available free of charge from Credit Suisse Funds AG, Zurich, and from all Credit Suisse AG banks in Switzerland. Copyright © 2012 Credit Suisse Group AG and/or its affiliates. All rights reserved. 14