News

New opportunities in impact investing

In a recently published article by Investment & Pensions Europe, Ivo Knoepfel shares onValues' assessment of investment opportunities in the growing impact investment market. Based on its research, onValues estimates that there is USD 70-90bn invested via impact strategies globally, of which about $15bn is microfinance and other themes in developing countries. Community and social investments in developed countries, mainly in the US, make up almost half of the total. A further $20-30bn is accounted for by parts of cleantech, infrastructure and other real assets that are classified as impact investments.  Through its proprietary research and databases, onValues helps clients assess the many managers active in the space. The article also includes interesting insights from leading organisations such as GIIN, Bridges Ventures and Social Finance.

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«IPE Article - Beyond microfinance» 

Positioning Switzerland as a leading sustainable finance hub

onValues contributed to the recently released white paper "Path to the Sustainable Financial Centre Switzerland" that contains a range of recommendations aimed at strengthening Switzerland's position as a leading global hub for sustainable finance. The paper was co-sponsored by Sustainable Finance Geneva (SFG) and The Sustainability Forum Zürich (TSF) and is based on extensive research and dialogue with over 50 key stakeholders. Among other inputs, onValues contributed a detailed benchmarking study comparing the relative strength of financial marketplaces such as London, New York, Luxembourg, Hong Kong, Singapore and Zurich in the broad sustainable finance space.

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«Path to the Sustainable Financial Centre Switzerland» 

The link between family wealth and global resource constraints

Peter Zollinger, member of the onValues advisory board and a partner at Globalance Bank, recently co-authored "The Ecological Debt Trap: Why Understanding Global Resource Constraints Helps Protect Families' Wealth" in Family Office Global magazine. In the article, Zollinger and David Hertig cite the fact that humanity currently uses 50% more resources than our planet can provide. They argue that understanding this growing "resource gap" will be key to preserving wealth over the coming 15, 20 or 30 years.

The authors describe how resource scarcity affects all asset classes. Given current market demands for uncorrelated real returns and cash generation, plus the accelerating political and technological reaction to resource scarcity, Zollinger and Hertig conclude that "sustainable real assets marry both aspects and are poised to deliver great results to long-term investors." They offer two showcase investment examples: waste-to-energy biogas in Western Europe and sustainable agriculture in Australia, each with projected 15% real returns per annum and cash flow generation starting in 2-3 years.

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«The Ecological Debt Trap» 

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