Fondazione AIS covers the entire spectrum of activities needed to sustain the transformation of private wealth management towards a community of responsible owners – from awareness building to research, from implementation to digital integration – to advance of impact and sustainability

Wealth
Management
Methodology Research Impact Measurement Projects Digital Tools Awareness
Building Fondazione AIS advocates for an innovative perspective on private wealth management.

Awareness building Fondazione AIS advocates for an innovative perspective on private wealth management.

We boost awareness among wealth owners by promoting a holistic and comprehensive understanding of the impact of their choices.

We promote this approach through the Private Capital Cycle model ©.
Go back Impact Model Impact measurement should be built on a logic model, to answer the question of causality and determine outcomes that can be reasonably attributed to a single organisation. Therefore, our approach strictly implements the Input Output Outcome Impact-Model. Measurability Suitable indicators allow to measure and quantify impact. Impact measurement Our measurement methodology is based upon three key features. Normative Foundation Our normative basis combines the UN Sustainable Development Goals (SDGs) with additional goals derived from Well-Being research. 17 UN SDGs 9 Well-being Dimensions Go back Research We conduct interdisciplinary action-based research to overcome private wealth management challenges and unleash its transformative potential. We delve into the relationship between FOs and integrated digital tools: what are the holdbacks? What can be improved? How can their use become widespread? Research on Family Values Research on Digitalization in Family Offices We investigate what are the driving values of private wealth owners, and what they need to live up to these values. Research on Philanthropic Impact Measurement We develop impact measurement models for philanthropic programmes and projects and explore developments of convergence in philanthropic impact assessment. Research on Family Governance We analyse models of family governance and family communication to prevent the emergence of potential conflicts among family members. Research on Sustainable and Impact Finance We contribute to shape the the most advanced and innovative approaches in the realm of sustainable and impact finance. Go back Go back Digital tools Empowering investors means providing them with actionable, accessible and user-friendly tools. We implement our theoretical models in digital tools providing investors with the informative support to realize and adopt a positive impact orientation in their investment strategy.



We leverage on data driven methodologies and develop intuitive tools. Based on the holistic understanding of investment and returns, Fondazione AIS is developing a comprehensive wealth management methodology, to enable positive impact selection choices of the allocation of all resources instead of negative risk mitigation only. Go back