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"Do the products I buy and invest in match my values?"
Younger generations represent the highest demand for responsible investing.
Retail Investors: Preference for Positive ESG Themes By Generation Q1 2019
As Baby Boomers look to retire, a significant portion of wealth will be transferred to younger generations over the next few decades. Although interest in ESG investing is most prevalent amongst Millenials, Generation X investors, a cohort with $7.6 trillion in investible assets (4x larger than that of Millennials), may be a stronger near-term target. Data Courtesy of Cerulli Associates
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my4 ratings are derived from public information including 10ks, quarterly filings, annual reports and company websites. Additionally all ETF and fund ratings are taken from top holding data and fund strategy.
