North America
0%
Europe
0%
Latin America
0%
Asia
0%
Middle East
0%
gS
They’re thinking about their financial future
%64%
have clear
financial goals
%59%
say they have a
financial plan
They have a good head start on saving
(savings as a % of annual income)
%10.9%
Millennials
%12.1%
Generation X
%13.5%
Baby Boomers
They have long-term goals, but a short-term outlook
%87%
report that their investment time horizon is less than ten years
%27%
Less than 3 years
%37%
3–5 years
%23%
5–10 years
To learn more about how to connect with Millennial investors, download our full report.
gS
Millennials want annual returns that are 9.2% above inflation
HOWEVER
75% say they'd take safety over performance
To learn more about how to connect with Millennial investors, download our full report.
gS
%89%
Personal retirement savings
%79%
Personal investments
%77%
Workplace retirement plan
They also say they'll count on less dependable sources of income – like inheritance or contributions from their children.
These sources vary significantly from region to region around the world.
North America
0%
Europe
0%
Latin America
0%
Asia
0%
Middle East
0%
To learn more about how to connect with Millennial investors, download our full report.
gS
87%
Me
86%
My financial professional
71%
Friends, family and co-workers
66%
Financial
institutions
58%
Financial media
39%
Social media
To learn more about how to connect with Millennial investors, download our full report.
gS
%75%
%73%
%75%
%78%
It is important to know my investment is doing social good
If a company in one of my holdings had negative environmental and/or ethical issues, I would sell it
There are companies I don't want to own because they violate my principles
It is important to know I am investing in companies that reflect my personal values
To learn more about how to connect with Millennial investors, download our full report.
gS
65%
say index funds are less risky.
67%
say passive investments will protect them on the downside.
62%
say passive investments provide access to the best opportunities.
To learn more about how to connect with Millennial investors, download our full report.
gS
Sound financial education
Only 56% of Millennials say that their investment knowledge is strong. A key opportunity to earn their trust may be offering them solid financial education.
Tailored advice
63% of Millennials say they worry more about missing their investment goals than about beating the benchmark. Time invested in defining goals, timelines, and plans will help professionals build strong, trust-based relationships.
ESG investments2
Millennials have said loud and clear that they want their investments to reflect their personal values. Strategies that include ESG investments can help address this concern.
To learn more about how to connect with Millennial investors, read our full report.
1948812.2.1
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