Financial Services » Banking » Investments of High Net Worth Individuals | Changes U.S. HNW Millennials would make in family portfolios 2016

Changes HNW Millennials would make in their family portfolios in the United States 2016

Changes HNW Millennials would be willing to incorporate in their family portfolios in the United States in 2016
Created with Highcharts 5.0.1433333333333329292525212117171313Incorporate Environmental, Social andGovernance into benchmarkAccess less liquid strategies(e.g. private equity, hedge funds)Increase allocation to Impact/Environmental,Social and Governance investmentsInvestment guidelines(change long-term investment objectives)Increase/decrease growth targetNo changes/I am satisfied with my familyportfolio’s investment objectives/guidelinesAccess more liquid strategies(e.g. cash, fixed income)Increase/reduce overall risk01020302.557.512.51517.522.52527.532.535

The data displays the changes that HNW Millennials would be willing to incorporate in their family portfolios in the U.S. in 2016. In that year, 33% of respondents stated that they would increase allocation to impact/environmental, social and governance investments.

Incorporate Environmental, Social and
Governance into benchmark		 33
Access less liquid strategies
(e.g. private equity, hedge funds)		 33
Increase allocation to Impact/Environmental,
Social and Governance investments		 33
Investment guidelines
(change long-term investment objectives)		 29
Increase/decrease growth target 25
No changes/I am satisfied with my family
portfolio’s investment objectives/guidelines		 21
Access more liquid strategies
(e.g. cash, fixed income)		 17
Increase/reduce overall risk 13

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