Hannah Simons video

Investing is a personal choice and a number of influences will hold sway over where you put your money. Your personal value system is one such influence and, for most people, this appears to be non-negotiable.

More than three-quarters (77%) of investors refuse to compromise on their personal beliefs when investing, even if higher returns were on offer, new research suggests.

These findings are part of the Schroders Global Investor Study 2020, which canvassed the views of more than 23,000 investors from 32 locations around the world between 30 April and 15 June.

Name your price: investors require a return of 21% to compromise on their personal values

For the 23% of investors that would be willing to compromise, the returns would have to be significant – at least 21% – to convince them to do so.

This is almost double the average annual return that investors expect over the next five years.

Older and wiser? Younger investors are more likely to compromise for higher returns

It also seems that the older the investor, the less likely they are to be willing to forgo their personal values.

While 75% and 76% respectively of 18 – 37 year olds and generation Xers (38 – 50 year olds) would not invest against their personal beliefs, 82% of those over 51 years old wouldn’t pick higher returns if these came at the expense of their personal beliefs.

Other Wealth Management sites

Cazenove Capital UK

What we offer

Insights

Events

Contact us