ESG and Generational Strategies for Retirement Plan Advisers
Adviser Steve Bogner reviews ESG investing and the financial goals of younger investors.
Author:
By Steve Bogner
Over the next three decades, the Gen Xers, millennials, and Gen Zers will be the beneficiaries of some $70 trillion dollars being passed down to them by their parents and grandparents.
Retirement plan advisers should understand what distinguishes these next generation investors from the generations that preceded them.
One such distinguishing factor involves the growing importance among socially conscious investors of aligning their core beliefs with their investments when assessing a company’s commitment to sustainability.