NextBillion - An Initiative of the William Davidson Institute at the University of Michigan

Friday, January 12, 2018

Nearly three in four U.S. investors have heard little (34%) or nothing (40%) about the concept of “social impact investing” — choosing investments based on the social good they will accomplish as well as the financial return they will bring. Only 10% say they have money invested in such funds.

However, 33% say they are at least somewhat interested in investing in them (including those with funds already invested). Interest is slightly higher among female investors (39%), those younger than 50 (39%) and those with annual household incomes of $90,000 or more (38%).

The findings are from the latest Wells Fargo/Gallup Investor and Retirement Optimism Index poll, conducted Nov. 1-5, 2017. Investors interviewed for the survey are U.S. adults aged 18 and older with at least $10,000 in stocks, bonds or mutual funds.

Photo courtesy of Steven Depolo.