Juniper Place interviewed several leading Family Offices about their focus on sustainable and impact investing.
While this theme is highly topical, it is not new to Family Offices – many have been quietly pursuing this strategy for decades. As part of a series of articles looking into this theme, this article looks at how values shape investment decisions.
Sustainable returns and sustainable impact
A strong set of values and a clear mission statement is where Family Offices often start when pursuing a sustainable investment agenda. In the first article in Juniper Place’s series on Family Offices and Sustainability the way these values drive the entire organisation shone through. When it comes to asset allocation, many Family Offices are not only looking to produce a financial return, but also the desired societal and environmental impact. This enables many Single and Multi Family Offices to fully integrate sustainability into their asset allocation process.