For millennials, investing and values go hand in hand Swell investing study finds transparency, skepticism around socially responsible strategies may be holding young investors back. Newport Beach, CA - October 30, 2017 - Swell Investing
“We find that younger generations have a strong desire
announced today the results of its “Money Meets Morals
to use their dollars to improve the world as well as gain
Study,” finding the vast majority (78%) of millennial
a financial return when it comes to investing,” said Dave
investors are currently investing in socially responsible
Fanger, CEO of Swell Investing. “For some, transparency
and impact investing options or plan to in the future.
is a barrier. This is a generation that is deeply curious.
The study was conducted online by Harris Poll on behalf
They’re highly interested in socially responsible and
of Swell Investing and gathered insights from more than
impact investing, but education around the companies
2,200 US adults aged 18 and up, including 436 millennials
they are invested in is key.”
aged 18-36, 235 of whom currently have investments. Many investors are in need of more education around While intention around investing in socially responsible
socially responsible and impact investments. Nearly
and impact investing options is high among younger
two in five (19%) millennial investors say they don’t
investors, many have not yet taken action. More
understand these types of investments, while investors
than half (54%) of millennial investors say they aren’t
of all age groups (34%) expressed concerns that returns
currently investing in socially responsible and impact
from socially responsible and impact investments aren’t
investment options but plan to in the future.
as high when compared with other investments. This concern comes despite extensive research finding that
Swell’s “Money Meets Morals Study” found that nearly
companies with positive policies around their workforce
half (49%) of millennials who have investments aren’t
and the environment tend to deliver higher returns to
able to name the top three companies in their investment
investors when compared to the broad market, such as
portfolios. Millennial investors were also more likely than
an index like the Russell 3000.
Gen X (aged 37-52) investors to be skeptical of socially responsible and impact investments with 27% saying
To address misconceptions around impact investing,
that they were concerned that their money isn’t really
Swell Investing recently launched a Guide To Impact
backing positive companies when investing, compared
Investing, available to download here which answers
to only 18% of Gen X investors.
questions around what impact investing is, how it can drive returns and how impact investing differs from
Launched in May of 2017, Swell is an impact investing
other types of socially responsible investments.
platform providing an opportunity for nearly anyone to invest in companies that are poised to drive returns by
To learn more and to begin investing, please visit:
providing innovative solutions to some of the world’s
www.swellinvesting.com
greatest challenges.
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For millennials, investing and values go hand in hand M O N E Y M E E T S M O R A L S S T U DY M E T H O D This survey was conducted online within the United States by Harris Poll on behalf of Swell Investing from October 9-11, 2017 among 2,207 U.S. adults ages 18 and older, among them 436 Millennials aged 18-36, among whom 235 have investments. This online survey is not based on a probability sample and therefore no estimate of theoretical sampling error can be calculated. For complete survey methodology, including weighting variables, please contact Natalie Rix at press@swellinvesting.com.
ABOUT SWELL Swell, an impact investing platform that aims to deliver profit as well as purpose, was built on the belief that today’s biggest challenges will result in tomorrow’s leading industries. Swell’s team identifies high-impact, high-potential companies that are focused on a positive future, making the information and investment opportunity widely available. Swell is an SEC registered investment adviser incubated by Pacific Life, a company that has nearly 150 years of experience in financial services.
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Swell Investing LLC is an SEC-registered investment adviser. Brokerage services provided to clients of Swell Investing LLC by Folio Investments, Inc., an SEC-registered broker-dealer, and member FINRA/SIPC. Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Please consider your objectives and Swell’s fees before investing. Past performance does not guarantee future results. Investment outcomes and estimates are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Swell is not registered. Registration does not imply a certain level of skill or training.
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