Shift in Financial Goals for Millennials

Oct 26, 2018 - Impact Investing by CCM Invests

“More than half of Millennial investors see the social responsibility of their investments as an important selection criteria, compared with less than 30 percent of WWII-era investors and 42 percent of Gen X investors.” 1

Millennials are often cited in investment-related headlines, especially as the generation accumulates more and more wealth. Their perceived lack of interest in traditional financial goals like home ownership or car ownership and inclination to spend money on experiences, such as food and travel, appear to be disrupting industries.  Even their career paths and desired job perks tend to illustrate a shift in priorities.

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Microfinance and Impact/ESG Investing in Indian Tech Startups

“The success of the microfinance model inspired us to replicate a similar approach
in healthcare and education, which are as critical to rural India as credit.”
Srikrishna Ramamoorthy of Unitus Ventures

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Microfinance typically aims to provide low-income or impoverished communities with access to capital. They are often in the form of small business loans with the goal of helping communities and businesses become self-sufficient. A recent Forbes article notes that the success of microfinance projects in India has resulted in larger-scale impact investments, including the funding of impact/ESG-oriented tech startups.

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Q&A with CCM Chief Impact Strategist David Sand

CCM’s Chief Impact Strategist, David Sand, has more than 35 years of investment management experience and is a trailblazer in the socially responsible/impact investing arena. Recently, a member of our team sat down with David and asked him a few questions about his career and experience.

Q: What started your career in impact/ESG investing? Was there any specific catalyst(s) that led you to become a pioneer in the development of market-rate, fixed income impact investments?

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The Disconnect Between Sustainable Lifestyles and Sustainable Investments

“Wealthy investors are motivated by sustainable values, yet many don’t apply them to investment decisions.”1

It has become more common for affluent investors to incorporate sustainability into their lifestyles.  These new behaviors include recycling and using natural household cleaners, making large scale environmentally friendly purchases such as solar panels and electric cars, and even choosing impactful careers.  These investors may be more likely to purchase a product from a company with a reputation as a leader in environmental sustainability, versus a slightly-cheaper version of the product from a manufacturer with no known sustainability focus.

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