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September 24, 2018

UK millennials shun sustainable investments

A survey has found that just 14 percent of UK millennial investors who cite an interest in sustainable investing actually invest in the area.

Free Report
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How attractive are current investment opportunities in Europe?

Europe has been identified as one of the most favorable regions for investors, seeing high investment activity in the past year. Most of these investments have been through Debt Offering, valued at close to $700 billion. The region has provided attractive investments in a diverse set of companies. Companies who tend to major themes such Digital Media, Cloud, Artificial Intelligence, E-commerce, and Big Data are recording the highest number of deals, with Digital Media recording close to 2,000 deals. However, GlobalData’s whitepaper offers a full view of the market, analyzing less successful or attractive points of investment as well, examining statistics on Equity Offering investments and PE/VC deals. Understand how government agencies for economies around the world use GlobalData Explorer to:  
  • Track the M&A and Capital Raising volumes into their target market
  • Identify the top sectors in the target market attracting the investments
  • For any investment segment, identify the top Investors inside and outside the target economy that are already investing in the Segment
  • Assess and showcase the growth potential for various Industries in the target economy
Don’t miss out on key market insights that can help optimize your next investment – read the report now.
by GlobalData
Enter your details here to receive your free Report.

The research by OppenheimerFunds follows a similar finding by UBS that reported UK investors were lagging in sustainable investments globally. Just 20 percent of UK HNWIs have one percent of their wealth devoted sustainable investments, UBS found.

OppenheimerFunds surveyed over 900 UK HNW investors and advisers. The study also revealed a misalignment between HNW investors’ expectations from their advisers and what advisers think their clients want.

Advisers in the UK need to engage more effectively with the families of their HNW clients across generations, in order to remove the disconnect in the adviser/client relationship, according to the research.

UK Millennials seek investment returns

HNW millennial investors cited good investment performance as the most significant aspect of their relationship with advisers, though advisers believe a clear understanding of financial goals is sought by millennial investors from their advisers.

The study also found a gap in HNW advisers’ dealing with their primary clients and the clients’ children. Even though 88% of advisers were found teaching investment concepts to their primary clients, only 54% of advisers were found offering investment teachings to their clients’ children.

At the same time, only 26% of millennial, 23% of Gen X and 21% of baby boomer advisers were found offering financial education training to their clients.

Millennial advisers were found to offer less solutions customised to different generations and also ranked last in offering inheritance advice compared to their peers.

OppenheimerFunds head of distribution and marketing John McDonough said: “The report makes clear the risks of home market bias and lack of asset class diversification, as investors who overwhelmingly choose domestic equities could miss out on the benefits of an increasingly global economy and innovations driving growth throughout the developed and developing world.”

Free Report
img

How attractive are current investment opportunities in Europe?

Europe has been identified as one of the most favorable regions for investors, seeing high investment activity in the past year. Most of these investments have been through Debt Offering, valued at close to $700 billion. The region has provided attractive investments in a diverse set of companies. Companies who tend to major themes such Digital Media, Cloud, Artificial Intelligence, E-commerce, and Big Data are recording the highest number of deals, with Digital Media recording close to 2,000 deals. However, GlobalData’s whitepaper offers a full view of the market, analyzing less successful or attractive points of investment as well, examining statistics on Equity Offering investments and PE/VC deals. Understand how government agencies for economies around the world use GlobalData Explorer to:  
  • Track the M&A and Capital Raising volumes into their target market
  • Identify the top sectors in the target market attracting the investments
  • For any investment segment, identify the top Investors inside and outside the target economy that are already investing in the Segment
  • Assess and showcase the growth potential for various Industries in the target economy
Don’t miss out on key market insights that can help optimize your next investment – read the report now.
by GlobalData
Enter your details here to receive your free Report.

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