Social Systems Change

System-change investing asks where trends are leading to inescapable pain points, triggering inflection points towards superior economic systems that will restructure value chains, profit pools and equity markets. 

We understand trends around ageing populations, generational shifts and the rise of new consumers in fast-growing economies. With Social Systems Change, we ask where these trends are straining capacity to the point where a rethink of social systems is unavoidable. As our daily lives become less affordable, new models that can deliver personalised goods and services accessibly and at scale will redefine economic norms. 

our assumptions around the socially constructive transition
 

• policy action drives reformulation of unhealthy products; a shift away from  foods high in fat, salt and sugar, and towards diets aligned to the planetary health diet
• affordable housing and affordable, more sustainable options for discretionary consumption become the norm for the majority of people
• healthcare spending shifts to prevention, the tackling of underlying risk and lifestyle factors, general wellbeing and pay-for-cure models
• markets become more demand-led, personalised and customisable, optimising experiences, products and services
• we transition from high reliance on state-provided pensions and health schemes, to employer-funded and private alternatives 
• work-life balance becomes more important, and leisure takes a more prominent position in the way time and money are spent 
• connectivity brings another billion people and millions of SMEs into digital networks, democratising more inclusive access to services 
• financial technology provides more cost-efficient, cloud-based, cashless systems that allow data optimisation and wider reach.

The Social Systems Change strategy seeks to: