Impact Report 2021-2022
This is the first year we are publishing our Impact Report and we want to make sure you hear what we accomplished with your support!
The Generation Z Investment Club organised the Next Gen ESG Investing Program and the Gen Z Value Investing Program. Through these two programs, we have impacted many students and kickstarted their investor journeys. We are proud to say that our students have continued to generate excess return above benchmark managing the endowment. In particular, the ESG Program students have outperformed the MSCI World by 15% as of end of June 2022.
About
Creating a more sustainable and responsible world for our next generation takes all of us, including them. It’s time to give them back their autonomy to empower the next generation to shape their own future, through investing.
Next Gen Investors Endowment
Next Gen Investors Endowment Ltd. is a Singapore-incorporated non-profit organization that educates and moulds the next generation of responsible investors.
This Report
This is the first year Next Gen Investors Endowment (the “Endowment”) is reporting its impact. This report covers all programs and initiatives active from July 1, 2021 to June 30, 2022. Through this report, we hope to provide our supporters a more comprehensive picture of the achievements and long-term goals of the Endowment. The Endowment has been diligently running the Gen Z Value Investing Program for 4 years and long-term investing has always been the core of all our programs. However, over the last few years, with the push of the COVID-19 pandemic, we have seen investors worldwide becoming increasingly focused on managing environmental, social, and governance (ESG) risks through their investments and seeking ways to have positive impact. We recognize the need to help our next generation build the necessary ESG investing framework in a systematic manner to better tackle the challenges and risks that come with long-term investing. Hence, in 2021, we introduced the new program Next Gen ESG Investing Program, together with Arisaig Partners. The program covers topics such as assessment of materiality of ESG issues, incorporation of ESG factors into valuation, and corporate engagement. To further scale our impact, we have also co-hosted the SMU-Next Gen ESG Investing Conference and are planning the Investoon Game Show with Singapore Management University and local community centers respectively to raise public awareness for ESG investing. The Endowment believes in the power of investing to move the world forward and we know our next generation is the most important driver in this process. Investing in our next generations’ investor education is investing in our joint future. We thank you for joining us on the journey and being part of the change, and we hope to inspire and activate others to come along, to help us further our goals of investor education.
Impact Highlights
Our Sustainable Development Goals (SDGs):
SDG #4: Quality Education
We firmly believe that education is one of the most powerful and proven vehicles for sustainable development. Through our programs, we aim to provide inclusive and quality investor education for all to eliminate gender and wealth disparities so that all may access quality investor education. We are proud to say that we have given out four scholarships to sponsor students from low-income families (annual household income below S$2,500) to pursue higher education and welcomed them as part of the Generation Z Investment Club. The Endowment has also raised a total amount of S$18,900 to support all 21 students of the Next Gen ESG Investing Program (2021 Cohort) to undertake the CFA Certificate of ESG Investing. All 21 students have registered for the exam, but most will only complete it by end of 2022.
SDG #5: Gender Equality
Ending all discrimination against women and girls is not only basic human right, but also crucial for a sustainable future. In the United States, of more than 7,400 portfolio managers tracked by Morningstar, only 9% are women and they run just 2% of the trillions of mutual fund assets. Women have always been under-represented in the financial sector, and especially so in the front office of asset management industry. Through our continuous effort, the Endowment has increased its number of female members in Generation Z Investment Club from 23.1% in 2018 to 39.5% today. 40% of our student leaders are females.
Read & Watch Impact Report 2021-2022
Click here to read the Impact Report or you can download below.
Next Gen Investors Endowment Ltd. is a Singapore-incorporated non-profit organization that educates and moulds the next generation of responsible investors. Come and hear what impact has been made the past year in students both locally and abroad, and see how you can also play a part in changing the lives of the next generation in the coming year.