Portfolios Reflect Goals and Values

Currently, young investors’ portfolios often incorporate both their goals and values. They are more likely than older cohorts to hold cryptocurrencies, exchange-traded funds (ETFs), and investment real estate in their portfolios, and they also show strong demand for customized or niche investments not widely available to retail segments, such as private equity, private credit, and sustainability-oriented investments.

Values-based Investing Is Becoming Mainstream

More than 90% of Gen Z and millennial investors surveyed say it is important to align their investment portfolio with their personal values, and 43% express interest in values-based or impact investments. For many, aligning portfolios with…