“It’s clear that people are becoming less interested in simply achieving a financial return from their investments and are more focused on balancing this with creating a social impact.
“While this research highlights a growing appetite for balancing traditional giving with social investment, more can be done to grow this trend, and wealth advisors have a crucial role to play in helping more clients start using their money for social good.”
Cath Tillotson, managing partner of Scorpio Partnership, said: “Our research for CAF signals that we're likely to see the under 40s pushing the frontier of social investment in the future, exploring ways of incorporating this into their broader investment portfolio.
"Fulfilling this potential will require wealth managers to expand their capabilities, so that they are well equipped to advise and support their clients on how to reflect social and ethical values into their investment strategies".
Find out more and download a free copy of the report at www.cafonline.org/giveorinvest





