Connect ing Pr ivate Capita l Markets to Impact Invest ing Opportunit ies |Greg U l r i ch

For more in fo rmat ion see : www.hopeconsult ing.us/money-for -good

4 Topics, 8 Minutes

1. Interest and Demand for Impact Investments among Individuals

2. What Individual Investors Want in Impact Investments

3. What is Holding Investors Back from Getting into Impact Investing

4. Where We Go from Here

Connect ing Pr ivate Capita l Markets to Impact Invest ing Opportunit ies |Greg U l r i ch

For more in fo rmat ion see : www.hopeconsult ing.us/money-for -good

1. Most individuals are open to impact investing, and are willing to invest ~$120B

Not interested:

13%

Not Yet Sure:

40%

Interested:

48%

Amountto Invest

% of People

Market Opportunit

y

$0 13% $0B

<$1k 36% $2B

<$10k 37% $29B

<$25k 9% $27B

<$100k 3% $35B

>$100k <1% $26B

TOTAL 100% $120B

MOST INDIVIDUALS OPEN$120B OF DEMAND; HALF

<$25K

Connect ing Pr ivate Capita l Markets to Impact Invest ing Opportunit ies |Greg U l r i ch

For more in fo rmat ion see : www.hopeconsult ing.us/money-for -good

2. People aren’t homogenous; we found 3 major segments of investors with different motivations

6%

7%

32%

23%

14%

3%

50%

6%

10%

3%

56%

3%

6%

3%

3%

Top Five Drivers of Interest

Guarantees Principal Back

Addresses Cause I Care About

Track Record of Success

Solid Business Model/Business Plan

Well Known & Reputable Company

Safety FirstSocially Focused

Quality Organizatio

n

Connect ing Pr ivate Capita l Markets to Impact Invest ing Opportunit ies |Greg U l r i ch

For more in fo rmat ion see : www.hopeconsult ing.us/money-for -good

3. Top 5 barriers for investors relate to the newness of the sector, and are consistent across segments

Connect ing Pr ivate Capita l Markets to Impact Invest ing Opportunit ies |Greg U l r i ch

For more in fo rmat ion see : www.hopeconsult ing.us/money-for -good

4. What we need to move forward

Information and Infrastructure • Low awareness among individuals (and among advisors)• Need information on track record; need to be able to find and access• Basic needs consistent across all types of investors

Product• Lack of products that fit key investor needs• Available for individuals and advisors• Tailored by investor segment

The financial advisor• Most important channel for individuals• Have barriers related to information, awareness, product, infrastructure • Need to understand (and address) the barriers and challenges FAs face