Financial Services » Banking » Investments of High Net Worth Individuals | HNWI interest in SRI by age 2016

Willingness of HNWIs/UHNWIs to invest in a sociably responsible manner 2016, by age

To what extent do you agree that your portfolio should be managed and allocated in a socially responsible manner?

The data displays the willingness of HNWIs/UHNWIs to invest in a sociably responsible manner 2016, by age. In that year, 61% of respondents under 35 stated that they expected their wealth management firm to screen investments based on environmental, social and governance factors.

I expect my wealth management
firm to screen investments based
on environmental, social and governance factors		 61 53 29
I expect my wealth management
firm to screen a socially responsible investment
process is nice to have,
but not essential		 15 27 48
I am apathetic to my investments
being socially responsible		 23 20 24

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