Nine in 10 investors want their investments to align with their values according to a recent survey published by Swiss investment bank UBS. I like to refer to this as a movement towards purpose-driven investing. UBS conducted the survey in May year among 3,800 investors 25 and older with at least $1 million in investable assets split across 15 global markets. Researchers compared the findings with those from a study conducted in May 2020 with a similar sample.
Peter, wondering about the tax breaks to the social investments in the Rolex and Bose examples & if that is part their why and how they keep revenue streams flowing into social enterprises?
The personal share of teaching your daughter to think like an investor is truly transformative. Reminds me a bit of the book “Rich Dad, Poor Dad.”
What is purpose-driven investing and how can we start to embrace it?
Peter, wondering about the tax breaks to the social investments in the Rolex and Bose examples & if that is part their why and how they keep revenue streams flowing into social enterprises?
The personal share of teaching your daughter to think like an investor is truly transformative. Reminds me a bit of the book “Rich Dad, Poor Dad.”
Loving these articles, keep up the quality work!