The $11 Trillion Opportunity .
“The Great Wealth Transfer” is starting to occur with the oldest baby
boomers currently in their 70s, which will generate a new approach to
investing much of the $75T in capital for Millennials and Gen Z.¹
These generations are 2X as likely to focus on altruistic investing
and are shifting charitable contributions towards impactful,
for-profit businesses since they believe they will drive broader,
stickier change.²
In tandem with this shift, positively impactful businesses are valued
at over $11T³ today with a CAGR of 19.5%.⁴ Perhaps more importantly,
they're also performing stronger than traditional investments,
particularly in times of market volatility.
¹Boss Magazine, The Great Wealth Transfer
²Fidelity, Millenial investors drive growth in impact investing
³AssetDash, Top Assets by Market Cap
⁴The Business Research Company, Investing Global Markets Report 2022