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. 

Fill in your details below to gain access to our Millennials and Responsible Investment research analysis and data pack: