Is the investment ecosystem ready to meet the needs of the next generation of investors?
In the summer of 2018, First State Investments and KeplerCheuvreux undertook a joint research project to test the views and preferences of millennials regarding their understanding of and attitudes towards sustainable and responsible investment. The purpose of the research was to ascertain:
- The influence and impact millennials may have through their preferences on the many parts of the investment chain and therefore the wider investment ecosystem
- The requirements of millennials that are not currently being met by various market participants
- What actions might be taken to attract and engage millennials and, more importantly, keep them engaged as their earnings, inherited wealth and disposable income rises.
Our research highlighted a number of areas that warrant further serious consideration for members of the investment chain and ecosystem.
