Industry Surveys

Individual Investors Want Their Investments To Be Ethical - Survey

Robbie Lawther Reporter 19 June 2017

Individual Investors Want Their Investments To Be Ethical - Survey

Natixis Global Asset Management surveyed 10,000 individuals across 22 countries on ESG investments.

Individual investors prefer to pour their money into companies that are ethical, according to a survey by Natixis Global Asset Management.

In its Mind Shift Report, Natixis surveyed 10,000 individuals and key decision makers from across 22 countries looking at trends in the environment, social and governmental investment space. The firm surveyed several participant groups, including Millennials (18-35 year olds); Generation X (36-50 year olds); Baby Boomers (53-71 year olds) and Silent Generation (72-92 year olds)

Silent Generation (73 per cent), Baby Boomers (78 per cent), Generation X (80 per cent) and Millennials (79 per cent) all felt the most important investment decision was to invest into companies that are ethically run.

The survey also found that 27 per cent of Millennials, the group with the highest percentage, believe investments that match their personal values are very important. They were closely followed by Generation X (26 per cent), then Baby Boomers (24 per cent) and finally the Silent Generation (23 per cent).

However, the Generation X group recorded the highest percentage that want to incorporate ESG in their retirement plan, (79 per cent). Millennials’ followed at two per cent less than Generation X and lastly, 68 per cent of Baby Boomers wanted ESG investments in their retirement plan offering. Women, at 79 per cent, scored ten per cent higher than men in the ESG retirement plan results.

“Individuals tell us that they want their investments to reflect their personal values,” said Dave Goodsell, executive director of the durable portfolio construction research center at Natixis Global Asset Management.  “The environmental, social and ethical records of the companies included in their investment portfolios clearly matter to investors. We also see the potential for incorporating strategies that consider ESG criteria to incentivise younger investors to increase their participation in company-sponsored retirement plans."

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