What HNWIs really think - Erol Bilecen

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TBLI CONFERENCE EUROPE 2012 - Zurich - Switzerland

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  • 1. Erol BilecenExecutive DirectorHead Client Services Asset ManagementBank Sarasin & Co. LtdZurich, 8 November 20121Created with the support of

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. Wealth and Innovation 8 November 2012 | What HNWIs really think 3 4. High Net Worth Individuals are Innovators8 November 2012 | What HNWIs really think 4 5. Why are HNWI interesting? They have the freedom to manage risk and return in creative ways byinvesting in new ideas and technology, and in alternative assets that providelow correlation with traditional markets. (e.g. as former entrepreneursinterested in early-stage seed capital and venture capital) HNWIs have access to investments that are normally closed to smaller retailinvestors, and the freedom to move funds quickly without having to performthe extensive due diligence required by institutional investors or foundations. Many wealthy individuals have a history of giving back to communities andsociety through charity. impact investing HNWIs are typically long-term investors whose aim is to preserve capital forthe next generations to come. This requires a very long-term perspective oninvestment that incorporates sustainability considerations, becausesustainability issues affect portfolio risk and return8 November 2012 | What HNWIs really think 5 6. Facts about the study Study covering sustainable investments of European individuals with morethan US$ 1 million in investible assets. Third edition in 2012 Sustainable investments are investments that combine investors financialobjectives with their concerns about environmental, social and governance(ESG) issues. 8 November 2012 | What HNWIs really think6 7. Size of Market 8 November 2012 | What HNWIs really think 7 8. Sources of Growth 8 November 2012 | What HNWIs really think 8 9. Commitment to SI by HNWIs8 November 2012 | What HNWIs really think 9 10. SI Strategies Used8 November 2012 | What HNWIs really think 10 11. Sustainability Themes 8 November 2012 | What HNWIs really think 11 12. Asset Allocation8 November 2012 | What HNWIs really think 12 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 think13 14. Attitudes to Sustainable Investment8 November 2012 | What HNWIs really think 14 15. Perceptions of SI8 November 2012 | What HNWIs really think 15 16. Motivations for Investing8 November 2012 | What HNWIs really think 16 17. Barriers to Investing 8 November 2012 | What HNWIs really think 17 18. Barriers: HNWIs vs. Advisors 8 November 2012 | What HNWIs really think 18 19. Conclusions and Expectations for the Future European HNWIs allocation tosustainable investments has grownby 58% from 2009-11 Thematic investments are still themost common: Clean energy, Water,and Green technology most popularthemes Impact investing is growing fast Respondents expect continuedgrowth of sustainable investment byEuropean HNWIs 8 November 2012 | What HNWIs really think 19 20. Questions?Erol BilecenAnders NordheimExecutive DirectorHead of ResearchHead Client Services Asset ManagementBank Sarasin & Co. LtdEurosif aisblElisabethenstrasse 62 331 Rue du Progrs4002 Basel1030 BrusselsSwitzerland BelgiumEmail: erol.bilecen@sarasin.chEmail: anders@eurosif.orgTel.:+41 (0)61 277 75 62Tel: +32 (0)2 274 14 35www.twitter.com/eurosifLinkedIn/eurosifhttp://www.linkedin.com/groups/Eurosif-3290984/about8 November 2012 | What HNWIs really think 20 21. Thank youfor your attention