According to two surveys conducted in 2019 and 2020, level of wealth made no real difference on whether individual investors wanted their investments to match their personal values. Against a global average of 81 percent, the lowest response was investors with assets between 300,000 and 500,000 U.S. dollars, at 80 percent. The highest group was those with assets between 500,000 and one million U.S. dollars, at 82 percent - very small spread that likely falls within the surveys' margin of error.
Individual investors globally wanting a their investments to match their personal values in 2019 and 2020, by wealth
* Values are the combined total from a survey of 9,100 individual investors from 25 countries conducted in February and March 2019, and 2,700 financial professionals across 16 countries conducted in March and April 2020. The survey method and other characteristics of the respondents are not disclosed by the source.
Original question: "I want my investments to match my personal values."
Profit from the additional features of your individual account
Currently, you are using a shared account. To use individual functions (e.g., mark statistics as favourites, set
statistic alerts) please log in with your personal account.
If you are an admin, please authenticate by logging in again.
Learn more about how Statista can support your business.
Natixis Investment Managers. (September 30, 2021). Individual investors globally wanting a their investments to match their personal values in 2019 and 2020, by wealth [Graph]. In Statista. Retrieved November 22, 2024, from https://www.statista.com/statistics/1269441/individual-investors-wanting-investments-matching-their-personal-values-wealth-worldwide/
Natixis Investment Managers. "Individual investors globally wanting a their investments to match their personal values in 2019 and 2020, by wealth." Chart. September 30, 2021. Statista. Accessed November 22, 2024. https://www.statista.com/statistics/1269441/individual-investors-wanting-investments-matching-their-personal-values-wealth-worldwide/
Natixis Investment Managers. (2021). Individual investors globally wanting a their investments to match their personal values in 2019 and 2020, by wealth. Statista. Statista Inc.. Accessed: November 22, 2024. https://www.statista.com/statistics/1269441/individual-investors-wanting-investments-matching-their-personal-values-wealth-worldwide/
Natixis Investment Managers. "Individual Investors Globally Wanting a Their Investments to Match Their Personal Values in 2019 and 2020, by Wealth." Statista, Statista Inc., 30 Sep 2021, https://www.statista.com/statistics/1269441/individual-investors-wanting-investments-matching-their-personal-values-wealth-worldwide/
Natixis Investment Managers, Individual investors globally wanting a their investments to match their personal values in 2019 and 2020, by wealth Statista, https://www.statista.com/statistics/1269441/individual-investors-wanting-investments-matching-their-personal-values-wealth-worldwide/ (last visited November 22, 2024)
Individual investors globally wanting a their investments to match their personal values in 2019 and 2020, by wealth [Graph], Natixis Investment Managers, September 30, 2021. [Online]. Available: https://www.statista.com/statistics/1269441/individual-investors-wanting-investments-matching-their-personal-values-wealth-worldwide/
