Business

Women-owned family offices lead the way with purpose-led investing

An analysis of the investment priorities of women-owned family offices shows the majority of them emphasize the importance of purpose-led investing. Their preferences are likely to reverberate on the broader investment community, further changing traditional investment thinking in the years ahead. 

The analysis of the 41 family offices owned by women from Family Capital’s Analytics database shows more than half of them are placing purpose-led investing at the core of their investment objectives. In addition, these efforts are centred on their investments having a societal effect rather than just about profit. 

Their purpose-led focus might emphasize positive societal changes in areas like improving diversity, particularly gender diversity, but also racially. The environment is an important focus as well. Some even talk about investing to create a more equal society. Many also talk about their long-term investment perspective. 

In this respect, a few particularly stand out, like Laurene Powell Jobs’s Emerson Collective, which is more than an investment office for the widow of Steve Jobs, but an agent for change in: “…education, immigration, climate, and cancer research and treatment”. 

But also Susanne Klatten’s SKion, which says: “SKion follows one mission: we want to strengthen German and European companies as drivers of innovation, increase their enterprise values and also contribute to social progress.”

Family Capital didn’t analyze the family offices led by women or have a female chief investment officer. But anecdotal evidence of where women are in senior roles in family offices they are more likely to follow a purpose-led investment agenda. 

These trends are significant, given the rise of women as wealth owners and within senior positions at family offices. Of course, purpose-led investment priorities have become much more prevalent across the board in the family office sector. But nowhere are they more prevalent than in women-owned family offices. 

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