Trends Report

Discover Italy’s Impact-Oriented Investors, Then Educate Them

An Opportunity For Investment Firms: More Investors In Italy Want To Invest In Their Values

July 7th, 2023
Vijay Raghavan, Senior Analyst
Vijay Raghavan Senior Analyst
With contributors:
David Hoffman , Aaron Suiter

Summary

Data from Forrester’s Financial Services Benchmark Recontact Survey, 2022, found that 29% of online adults who are investors in Italy own sustainable investment products, and they’re wealthier and more educated than the average investor. The bigger news is that another group of investors who consider the nonfinancial impact of their investments have yet to invest in these kinds of products. This report dives into the characteristics of three types of investors — sustainable, impact-oriented, and conventional — and provides insights and advice to investment firms for capitalizing on the opportunity.

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