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 |