インパクト投資の市場規模、シェア、成長分析、資産クラス別、提供別、投資スタイル別、投資家タイプ別、地域別 - 業界予測、2024年～2031年

インパクト投資の世界市場規模は、2022年に650億米ドルと評価され、2023年の773億米ドルから2031年には3,110億米ドルに成長し、予測期間（2024年～2031年）のCAGRは19.01％で成長する見通しです。

2023年10月現在、経済成長を促進するために環境・社会問題への取り組みに組織や政府が注力するようになっており、インパクト投資の需要を大幅に押し上げると予想されます。企業や投資家の社会的・環境的責任に対する意識の高まりは、インパクト投資プロバイダーに新たな機会をもたらしています。インパクト投資の促進を目的とした政府の新たな取り組みやインセンティブは、市場の見通しを高めると予想されます。さらに、倫理意識の高さで知られるミレニアル世代やZ世代の影響力が、需要をさらに押し上げるとみられます。また、年金基金や財団などの機関投資家も関心を高めており、インパクト投資市場の可能性を拡大しています。しかし、インパクトウォッシング、測定の難しさ、短期的なリターンへの懸念といった課題が、成長を阻害する可能性もあります。

目次

イントロダクション

• 調査の目的
• 調査範囲
• 定義

調査手法

• 情報調達
• 二次データと一次データの方法
• 市場規模予測
• 市場の前提条件と制限

エグゼクティブサマリー

• 世界市場の見通し
• 供給と需要の動向分析
• セグメント別の機会分析

市場力学と見通し

• 市場概要
• 市場規模
• 市場力学
  • 促進要因と機会
  • 抑制要因と課題
• ポーター分析と影響
  • 競争企業間の敵対関係
  • 代替品の脅威
  • 買い手の交渉力
  • 新規参入業者の脅威
  • 供給企業の交渉力

主な市場の考察

• 主要成功要因
• 競合の程度
• 主な投資機会
• 市場エコシステム
• 市場の魅力指数（2023年）
• PESTEL分析
• マクロ経済指標
• バリューチェーン分析
• 価格分析
• 技術の進歩
• 規制情勢
• ケーススタディ
• 顧客と購買基準の分析

インパクト投資の市場規模：資産クラス別 & CAGR（2024年～2031年）

• 市場概要
• 株式
• 債券収入
• 複数資産
• オルタナティブ

インパクト投資の市場規模：提供別 & CAGR（2024年～2031年）

• 市場概要
• 株式
• 債券ファンド
• ETF/インデックスファンド
• オルタナティブ/ヘッジファンド

インパクト投資の市場規模：投資スタイル別 & CAGR（2024年～2031年）

• 市場概要
• アクティブ
• 受け身

インパクト投資の市場規模：投資家タイプ別 & CAGR（2024年～2031年）

• 市場概要
• 機関投資家
• 個人投資家

インパクト投資の市場規模 & CAGR（2024年～2031年）

• 北米
  • 米国
  • カナダ
• 欧州
  • 英国
  • ドイツ
  • スペイン
  • フランス
  • イタリア
  • その他欧州
• アジア太平洋
  • 中国
  • インド
  • 日本
  • 韓国
  • その他アジア太平洋
• ラテンアメリカ
  • ブラジル
  • その他ラテンアメリカ
• 中東・アフリカ
  • GCC諸国
  • 南アフリカ
  • その他中東・アフリカ

競合情報

• 上位5社の比較
• 主要企業の市場ポジショニング（2023年）
• 主な市場企業が採用した戦略
• 市場の最近の動向
• 企業の市場シェア分析（2023年）
• 主要企業の企業プロファイル
  • 会社概要
  • 製品ポートフォリオ分析
  • セグメント別シェア分析
  • 収益の前年比比較（2021年～2023年）

主要企業プロファイル

• BlueOrchard Finance
• LeapFrog Investments
• Triodos Investment Management
• Patamar Capital
• Omidyar Network
• Root Capital
• Acumen
• Generation Investment Management
• Aavishkaar Capital
• AXA Impact Fund
• Norrsken VC
• Astanor Ventures
• Regeneration.VC
• Rubio Impact Ventures
• New Climate Ventures
• Working Capital Fund
• Achieve Partners
• The De-Carceration Fund
• Mission Driven Finance
• Rockefeller Foundation

結論と推奨事項

Global Impact Investing Market size was valued at USD 65.0 billion in 2022 and is poised to grow from USD 77.3 billion in 2023 to USD 311.0 billion by 2031, growing at a CAGR of 19.01% in the forecast period (2024-2031).

As of October 2023, the growing focus from organizations and governments on addressing environmental and social issues to foster economic growth is expected to significantly boost the demand for impact investing. Heightened awareness around social and environmental responsibility among enterprises and investors is creating fresh opportunities for impact investment providers. New government initiatives and incentives aimed at promoting impact investments are anticipated to enhance the market outlook. Additionally, the influence of millennials and Gen Z, known for their ethical awareness, will likely further drive demand. Institutional investors such as pension funds and foundations are also showing increasing interest, expanding the market potential for impact investing. However, challenges like impact washing, measurement difficulties, and short-term return concerns may impede growth.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Impact Investing market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Global Impact Investing Market Segmental Analysis

Global Impact Investing Market is segmented by Asset Class, Offerings, Investment Style, Investor Type and region. Based on Asset Class, the market is segmented into Equity, Fixed Income, Multi-asset, Alternatives. Based on Offerings, the market is segmented into, Equity, Bond Funds, ETFs/Index Funds, Alternatives/Hedge Funds. Based on Investment Style, the market is segmented into Active, Passive. Based on Investor Type, the market is segmented into Institutional Investors, Retail Investors. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the Global Impact Investing Market

The Global Impact Investing market is driven by a growing emphasis on environmental and social responsibility. Heightened awareness of pressing issues such as climate change, poverty, unemployment, and social inequality encourages businesses and investors to prioritize factors beyond mere financial returns. Impact investing enables investors to diversify their portfolios while also fostering positive social and environmental outcomes. This approach contributes to an improved public image and can enhance revenue generation, as organizations align their financial goals with a commitment to addressing critical societal challenges. Consequently, impact investing is increasingly recognized as a viable strategy that benefits both investors and the global community.

Restraints in the Global Impact Investing Market

One of the significant constraints facing the Global Impact Investing market is the prevalence of impact washing risks. This phenomenon occurs when organizations or investors make misleading claims about their contributions to social or environmental causes, attempting to enhance their public image without delivering genuine impact. Such deceptive practices have fostered skepticism among investors and stakeholders, complicating the process of identifying authentic impact investments that yield meaningful results. Consequently, the potential for impact washing poses a challenge to the growth of the impact investing market, as it may deter participation from those seeking legitimate and effective avenues for contributing to positive change.

Market Trends of the Global Impact Investing Market

The Global Impact Investing market is witnessing a significant trend towards thematic investing, with providers increasingly curating diverse portfolios that target specific social and environmental challenges. This shift is driven by rising consumer awareness and demand for sustainable investments, leading to heightened interest in sectors such as clean energy, affordable housing, and gender equality. As investors seek to align their financial goals with personal values, impact investing firms are developing tailored strategies that not only generate financial returns but also contribute positively to societal outcomes. This focus on thematic investments is expected to enhance business scope and drive future growth within the impact investing landscape.

Table of Contents

Introduction

• Objectives of the Study
• Scope of the Report
• Definitions

Research Methodology

• Information Procurement
• Secondary & Primary Data Methods
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Global Market Outlook
• Supply & Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Overview
• Market Size
• Market Dynamics
  • Driver & Opportunities
  • Restraints & Challenges
• Porters Analysis & Impact
  • Competitive rivalry
  • Threat of substitute
  • Bargaining power of buyers
  • Threat of new entrants
  • Bargaining power of suppliers

Key Market Insights

• Key Success Factors
• Degree of Competition
• Top Investment Pockets
• Market Ecosystem
• Market Attractiveness Index, 2023
• PESTEL Analysis
• Macro-Economic Indicators
• Value Chain Analysis
• Pricing Analysis
• Technological Advancement
• Regulatory Landscape
• Case Studies
• Customer & Buying Criteria Analysis

Global Impact Investing Market Size by Asset Class & CAGR (2024-2031)

• Market Overview
• Equity
• Fixed Income
• Multi-asset
• Alternatives

Global Impact Investing Market Size by Offerings & CAGR (2024-2031)

• Market Overview
• Equity
• Bond Funds
• ETFs/Index Funds
• Alternatives/Hedge Funds

Global Impact Investing Market Size by Investment Style & CAGR (2024-2031)

• Market Overview
• Active
• Passive

Global Impact Investing Market Size by Investor Type & CAGR (2024-2031)

• Market Overview
• Institutional Investors
• Retail Investors

Global Impact Investing Market Size & CAGR (2024-2031)

• North America (Asset Class, Offerings, Investment Style, Investor Type)
  • US
  • Canada
• Europe (Asset Class, Offerings, Investment Style, Investor Type)
  • UK
  • Germany
  • Spain
  • France
  • Italy
  • Rest of Europe
• Asia-Pacific (Asset Class, Offerings, Investment Style, Investor Type)
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia Pacific
• Latin America (Asset Class, Offerings, Investment Style, Investor Type)
  • Brazil
  • Rest of Latin America
• Middle East & Africa (Asset Class, Offerings, Investment Style, Investor Type)
  • GCC Countries
  • South Africa
  • Rest of Middle East & Africa

Competitive Intelligence

• Top 5 Player Comparison
• Market Positioning of Key Players, 2023
• Strategies Adopted by Key Market Players
• Recent Developments in the Market
• Company Market Share Analysis, 2023
• Company Profiles of All Key Players
  • Company Details
  • Product Portfolio Analysis
  • Company's Segmental Share Analysis
  • Revenue Y-O-Y Comparison (2021-2023)

Key Company Profiles

• BlueOrchard Finance
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• LeapFrog Investments
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Triodos Investment Management
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Patamar Capital
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Omidyar Network
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Root Capital
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Acumen
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Generation Investment Management
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Aavishkaar Capital
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• AXA Impact Fund
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Norrsken VC
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Astanor Ventures
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Regeneration.VC
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Rubio Impact Ventures
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• New Climate Ventures
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Working Capital Fund
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Achieve Partners
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• The De-Carceration Fund
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Mission Driven Finance
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Rockefeller Foundation
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendation