Demand for responsible investing
Key research findings
The research showed that 61% of all current investors surveyed were aware of responsible or ESG investing. Levels of awareness were quite high with investors across all age groups – from Zoomers to Retirees. Interestingly, pre-retirees (those aged between 55-64) had the highest awareness at 66%.
The research also showed that ESG investors would like a larger proportion of their investment portfolios to be aligned with their ESG principles.
On average, investors who currently invest responsibly would like to see their allocations increase from 44% to 60%. Of these investors, those aged between 50 and 59 years of age had the highest appetite to increase alignment, wanting their allocation to increase from 46% to 65%.
Demand is widespread
These findings show that responsible investing is not a ‘millennial effect’. It is not just younger investors who are aware of and who are seeking greater exposure to responsible investment but investors of all ages – in particular pre-retirees.
This widespread interest in responsible investing represents a growing opportunity for advisers to deepen relationships with clients by helping them find investments that align to their values.
That’s where Australian Ethical can help. Our responsible investments can deliver competitive investment performance to clients without causing unnecessary harm to the planet, people and animals.
If you would like to know more about our range of funds, or even how to get started with responsible investing, please get in touch with a member of our Business Development Manager team.
This is general information only and does not take account of your or your client’s individual investment objectives, financial situation or needs. Before acting on the information visit australianethical.com.au for our financial services guide and product disclosure statements to consider its appropriateness to your or your client’s circumstances. Australian Ethical Investment Ltd (ABN 47 003 188 930, AFSL 229949).
