Gen Z Willing to Sacrifice Returns for Values, 80% Want Investments Aligned with Causes
  • 8 months ago
A survey of 4,000 current and aspiring investors by U.S. Bank found that nearly two-thirds of Gen Z investors want to allocate their portfolios in a way that supports causes they care about. Over 80% of Gen Z and millennials said they would be willing to underperform the S&P 500's 10-year average return of 12% to ensure their investments align with their values. Younger investors are more willing to sacrifice some returns to signal their values through investing. Some young investors highlighted in the article have invested in funds focused on climate change and electric vehicles based on their priorities.