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THE TOOLS

Resource Detail

Capturing the impact opportunity: A practical guide for wealth managers

Report

Impact Investing Institute

PART 2 The Purposeful Investment Landscape

Impact Investment

Read this to see the practical business case, market data and step-by-step roadmap showing how wealth managers can build and scale impact investment offerings that align client capital with measurable social and environmental outcomes.

Reviewed the Impact Investing Institute report “Capturing the impact opportunity: A practical guide for wealth managers” (Report; published 7 May 2025; https://www.impactinvest.org.uk/resources/publications/capturing-the-impact-opportunity-a-practical-guide-for-wealth-managers/) and confirmed on the publisher site and PDF that it sets out a clear business case, market data, four case studies and a practical roadmap for wealth managers to build, implement and scale impact offerings while addressing client engagement, product and operational barriers; included in PART 2 The Purposeful Investment Landscape, Chapter: Impact Investment because it directly informs the book’s discussion of wealth managers as gatekeepers for purposeful capital, provides implementation and measurement guidance for impact investment, and links impact investing to philanthropic giving.

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