Spending with your values study data

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Money meets morals Shopping with your values in mind The vast majority of Americans (86%) think it’s important that their values align with their purchasing decisions.

Companies’ workforce policies

86%

45% Millennials 18-36

(e.g., include women and minorities, fair labor practices.)

39% Gen X 37-52 Older Americans aged 72+ (52%) were more likely to consider companies’ treatment of their workforce as important in their purchasing decisions than Gen Xers aged 37-52 (39%).

39% Millennials 18-36

45% Boomer 53-71 52% Older 72+

Companies’ sustainability policies (e.g., reduce carbon emissions and use of natural resources,

33% Gen X 37-52

produce less waste in manufacturing process.)

34% Boomer 53-71

Nearly two in five (39%) of Millennials consider a company’s sustainability policies as important when

33% Older 72+

making decisions around purchasing goods and services.

Companies’ initiatives in innovating to solve major global challenges(s) (e.g., solving a world problem through it’s offering, such

42% Millennials 18-36

as eradicating disease, reducing waste, improving access to clean water)

28% Gen X 37-52

Millennials aged 18-36 (42%) were more likely than

28% Boomer 53-71

any other generations to say that it is important that companies they purchase goods and services from

29% Older 72+

have company initiatives for innovating to solve a major global challenge. 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. 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 (235 have investments), 586 Gen X aged 37-52, 978 Boomers aged 53-71 and 207 Older (aged 72+).


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