What HNWIs really think - Erol Bilecen

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TBLI CONFERENCE™ EUROPE 2012 - Zurich - Switzerland

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What HNWIs really think - Erol Bilecen

  1. 1. Erol BilecenExecutive DirectorHead Client Services Asset ManagementBank Sarasin & Co. LtdZurich, 8 November 2012 1 Created with the support of
  2. 2. Agenda Introduction Sustainable Investments of HNWIs – Size of market – Characteristics of investments Characteristics of investors Motivations and barriers Conclusions and expectations for the future 8 November 2012 | What HNWIs really think 2
  3. 3. Wealth and Innovation 8 November 2012 | What HNWIs really think 3
  4. 4. High Net Worth Individuals are Innovators 8 November 2012 | What HNWIs really think 4
  5. 5. Why are HNWI interesting? They have the freedom to manage risk and return in creative ways by investing in new ideas and technology, and in alternative assets that provide low correlation with traditional markets. (e.g. as former entrepreneurs interested in early-stage seed capital and venture capital) HNWIs have access to investments that are normally closed to smaller retail investors, and the freedom to move funds quickly without having to perform the extensive due diligence required by institutional investors or foundations. Many wealthy individuals have a history of giving back to communities and society through charity.  impact investing HNWIs are typically long-term investors whose aim is to preserve capital for the next generations to come. This requires a very long-term perspective on investment that incorporates sustainability considerations, because sustainability issues affect portfolio risk and return 8 November 2012 | What HNWIs really think 5
  6. 6. Facts about the study Study covering sustainable investments of European individuals with more than US$ 1 million in investible assets. Third edition in 2012 Sustainable investments are investments that combine investors’ financial objectives with their concerns about environmental, social and governance (ESG) issues. 8 November 2012 | What HNWIs really think 6
  7. 7. Size of Market 8 November 2012 | What HNWIs really think 7
  8. 8. Sources of Growth 8 November 2012 | What HNWIs really think 8
  9. 9. Commitment to SI by HNWIs 8 November 2012 | What HNWIs really think 9
  10. 10. SI Strategies Used 8 November 2012 | What HNWIs really think 10
  11. 11. Sustainability Themes 8 November 2012 | What HNWIs really think 11
  12. 12. Asset Allocation 8 November 2012 | What HNWIs really think 12
  13. 13. Characteristics of Investors Significantly more interest from women than men More demand from entrepreneurs than inherited wealth More interest from younger generation, but older HNWIs motivated by long- term risk management UHNWIs are more likely to invest 8 November 2012 | What HNWIs really think 13
  14. 14. Attitudes to Sustainable Investment 8 November 2012 | What HNWIs really think 14
  15. 15. Perceptions of SI 8 November 2012 | What HNWIs really think 15
  16. 16. Motivations for Investing 8 November 2012 | What HNWIs really think 16
  17. 17. Barriers to Investing 8 November 2012 | What HNWIs really think 17
  18. 18. Barriers: HNWIs vs. Advisors 8 November 2012 | What HNWIs really think 18
  19. 19. Conclusions and Expectations for the Future European HNWI’s allocation to sustainable investments has grown by 58% from 2009-11 Thematic investments are still the most common: Clean energy, Water, and Green technology most popular themes Impact investing is growing fast Respondents expect continued growth of sustainable investment by European HNWIs 8 November 2012 | What HNWIs really think 19
  20. 20. Questions?Erol Bilecen Anders NordheimExecutive Director Head of ResearchHead Client Services Asset ManagementBank Sarasin & Co. Ltd Eurosif aisblElisabethenstrasse 62 331 Rue du Progrès4002 Basel 1030 BrusselsSwitzerland BelgiumEmail: erol.bilecen@sarasin.ch Email: anders@eurosif.orgTel.: +41 (0)61 277 75 62 Tel: +32 (0)2 274 14 35 www.twitter.com/eurosif LinkedIn/eurosif http://www.linkedin.com/groups/Eurosif-3290984/about 8 November 2012 | What HNWIs really think 20
  21. 21. Thank youfor your attention

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