Using Family Inheritance to Invest Sustainably

Open Resource

Year Published

2024

Contributing Organizations

Sustainable Finance Initiative (SFi)

Type of Resource

Research/Insights Report

Guidance

Languages

English

Relevant Topics

Core Topic

Climate & Transition Finance

Topic 2

Climate Finance Ecosystem

Topic 3

Climate Policies & Frameworks

Topic 4

Sectors & Pathways

Topic 5

Climate Strategy & Capabilities

Target Audience

Asset Managers

Asset Owners

Private Equity

All

Other

Relevant Geography

Asia & the Pacific

Global

Open Resource

Resource Description

This Q&A style summary of a case study on RS Group illustrates how a Hong Kong based family office manages inherited wealth through a values-based, impact driven approach, and how this approach contributed to the creation of SFi.

Why This Matters

This explores gaps when global ESG frameworks are applied in African markets, contributing to data gaps and mispriced risk. It shows how locally grounded, technology enabled infrastructure supports reliable disclosure and capital allocation.

Key Insights

Explains the application of a total portfolio, values-based lens that seeks blended value rather than separating impact and financial returns
Highlights how publishing a 2016 impact report influenced other Asian asset owners while revealing demand for more practical support
Outlines how this led to incubating SFi and developing blended finance initiatives for nature based solutions in Southeast Asia

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