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.

1. 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 X
55%
MATURE
24%
BABY
BOOMERS
28%
Experimental
methods
Motivated by impact:
A new generation of investors and philanthropists
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