Trends Report

​Discover The UK’s Impact-Oriented Investors, Then Educate Them

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

March 13th, 2023
Vijay Raghavan, Senior Analyst
Vijay Raghavan Senior Analyst
With contributors:
Oliwia Berdak , David Hoffman , Alex Sobchuk , Aaron Suiter , Jen Barton

Summary

Data from Forrester’s Financial Services Benchmark Recontact Survey, 2022 found that 17% of UK online adult investors own sustainable investment products, and they’re younger, 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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