• Significant "aspiration gap" between Intention and Action?

  • Demand

    In the 2017 US Trust Insights on Wealth and Worth Survey :

    45% of respondents interested in impact investment, up from 32% in 2016.

     

    According to Morgan Stanley’s Wealth Report 2016, 82% of millennials in the ultra-high-net-worth segment are interested in impact investment

    Action

    Of the 45%, only 13% have made actual allocations to impact investment Aspirational Gap 

     

    A huge aspirational gap of 32% currently exists between demand for impact investment and action taken.

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