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Using dollars for change. Seven key insights into impact investing for 2022 and beyond
By FIDELITY Charitable
Impact investing is the practice of making purposeful investments that generate financial returns, while also helping to achieve social or environmental benefits— exemplifying the idea of “doing well while doing good.”
The idea of linking one’s investments and values has become increasingly popular in recent years, particularly as there are generational shifts in wealth from Baby Boomers to Gen Xers and Millennials. Younger generations bring a new mindset to their everyday decisions—seeking to align their choices with their values, including financial and investment decisions.
As these investors continue to grow their wealth, impact investing could quickly shift from an emerging trend to a
mainstream practice.
How do people make impact investing decisions? And what keeps others from participating? Fidelity Charitable
conducted a survey among more than 1,200 investors to understand their approach to investing and social change. This summary presents seven key findings that outline how investors engage in impact investing today and what it could mean for the future.
Get the book here
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