• Two-thirds of baby boomers and three-fourths of mature investors don’t consider investing as a way to express their social, political or environmental values.
• The number of high-net-worth investors who have reviewed their investment portfolio for the environmental, social or governance impact of companies they invest in has increased to 34 percent, up from 23 percent in 2015.
• The biggest barrier to impact investing adoption continues to be the belief that doing well (investment performance) and doing good (philanthropy) are separate goals (49 percent), a sentiment felt most strongly among older high-net-worth investors.