家族资本如何推动东北亚的社会影响

FAMILYIMPACTCAPITALFORSOCIALINNOVATIONS UrbanSolutionsActionPlaybook AbusinessofMarshMcLennan April2024 RoshiniPrakash ChiefKnowledgeOfficerAVPN FrancisNgai FounderandChiefExecutiveOfficerSocialVenturesHongKong JasperYip PartnerOliverWyman DEARREADER, AsthesocialinvestmentecosysteminNortheastAsiamatures,familiesintheregionareincreasinglydeployingtheircapitaltowardsaddressingkeysocialissuesintheircities.Tounderstandandthereforedeepenthispractice,SocialVenturesHongKong(SVHK)andAVPNhostedtheFamilyImpactSymposium2024inMarch2024withOliverWymanastheInsightsPartner,bringingtogetherfamilyfoundations,businesses,andtruststhathavedemonstratedastronginterestindrivingsocialoutcomes.Thistwo-daysymposiumhighlightedpertinenturbanissues,currenttrendsinsocialinvestmentandhowfamily-ledcapitalcansupportthecause tobringaboutpositivesocialchange. Asmorefamily-ledcapitalentersthesocialinvestmentspace,theseprivate-sectorfundersareplayingadynamicanduniqueroleinsocialdevelopment,alleviatingtheburdenonthepublicsector.Wearepleasedtopresentthekeyfindings thatweresurfacedduringthesymposiumandinconversationswithphilanthropicfundersandprovidearoadmapforfamiliestoembarkonordeepentheirsocialimpactstrategies. Weextendourgratitudetoalltheorganisationsandexpertswhocontributedtothisplaybook,andwehopeyoufindthisresearchenjoyableandinformative. 2 ©OliverWyman TABLEOFCONTENT Executivesummary4 01 Contextandmethodology 5 02 UrbansocialchallengesinNortheastAsia 7 03 Unlockingthepotentialoffamilycapital 16 04 Actioningforimpact 24 05 Casestudies:HowFamiliesareAddressingUrbanSocialIssues 32 •YouthDevelopmentandWellbeing 34 •ClimateChange 45 •Ageingwellincities 56 •UrbanPovertySolutions 67 •Housingandcommunity 78 06 Acknowledgement 94 ©Oliver Wyman 3 EXECUTIVESUMMARY NortheastAsiahasexperiencedaremarkabletransformationinrecentdecades.Rapidmodernisationandasurgeinwealthhavebroughtsignificantimprovements.However,thisprogresshasbeenaccompaniedbysubstantialsocialandenvironmentalchallengesacrosstheregion. Eachcityfacesitsownsetofhurdles,butfivekeyissuesresonatethroughoutNortheastAsia:youthdevelopment,climatechange,ageingpopulation,urbanpoverty,andhousingandcommunitydevelopment.Thesechallengeshaveonlybecomemoreacutedespitewell-intentionedeffortsfromgovernments,particularlyinthewakeofthe COVID-19pandemic. Familieshavelongplayedapartinaddressingissuesintheircommunities,typicallythroughcharitablegiving.However,anewtrendisemerging:familiesaretakingamorestrategicapproachindeployingcapitalforsocialimpact,transitioningfrompassivefunderstotakingownershipandevenorchestratingthedesignanddeliveryofprogrammes. Thisshifthasseenthemleveragingtheirresourcesandnetworkstoembracecollaborativemodels,partneringwithcommunitystakeholderstodeepentheirimpactandcreatemoreeffectivesolutions. Drawingfromtheexperiencesofseasonedpractitioners,wehaveidentifiedfourkeystepsforfamiliestoformalisetheirsocialimpactstrategy.Werecommendthatfamiliesaligntheirengagementwiththeirfamilyvalues,exploreparticipationthroughdifferentlevelsofinvolvement,seekoutpartnershipswithpublicandprivateorganisations, andimplementaframeworktomeasuretheirimpact.Weencouragefamiliestoembarkontheirsocialimpactjourneybytakingsmallsteps,atthefirstinstance.Wealsourgeotherstakeholderstoactivelyparticipateinaddressingurbansocialissuesandseizetheopportunitiescreatedbytheriseoffamily-ledsocialcapitaldeployment. ©OliverWyman4 01 CONTEXTANDMETHODOLOGY OURREPORTDRAWSINSIGHTSFROMTHESYMPOSIUMANDINTERVIEWSWITHORGANISATIONSINTHESOCIALIMPACTSPACE Thekeyinsightsandobservations aregeneratedfrom 2 Daysofimmersive programmesanddiscussions 52 Participantsfrom5cities inNortheastAsiaregion 14 Interviewswithorganisations operatinginthesocialimpactspace 11 In-depthcasestudiesspanning acrossfivesocialimpactthemes Socialcapitaldeploymenthasbecome asignificanttopicforfamiliesandfunds,asmoreplayershaveenteredthefieldinrecentyears. AVPNandSVHKhavepartneredtohosttheFamilyImpactSymposium2024 inHongKong.Thesymposiumaimstobringtogetherfamilyfoundationsandotherstakeholderstoacceleratethejourneyofsocialtransformation. Itwillhighlighttheuniquerolethatfamily-ledcapitalplaysindrivingsocialchange. Throughouttheevent,variousorganisationssharedvaluablelessonsdrawnfromtheirexperiences,whicharedocumentedinthisreport.Wehopethatthisreportcanserveasaplaybookforotherfamiliesandsocialinnovatorswhoareinterestedinjoiningthefield. Casestudyorganisations ©OliverWyman6 02 URBANSOCIALCHALLENGESINNORTHEASTASIA Non-exhaustiveexamples URBANSOCIALISSUESAREINCREASINGINBOTHREACHANDSEVERITYACROSSTHENORTHEASTASIAREGION YouthMentalHealth Studentsandyoungpeoplearestressed duetohighexpectationsinrelationtoacademicandcareersuccess EnvironmentalPollution NortheastAsia(NEA)asaregionisone ofthehighestenvironmentalpolluters AgeingPopulations InNortheastAsiaareprojectedtoincrease atmuchfasterpacethantherestoftheworld WealthInequality AsNortheastAsiacontinuestomature,wealthdistributionisbecomingincreasinglyuneven HousingUnaffordability Misalignmentofpropertypriceswithincomeand