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Asset Preservation Advisors




City:Atlanta

State: GA



BIOGRAPHY:
APA’s philosophy is to work closely with our clients to develop an in-depth understanding of their unique needs and objectives. We then customize a municipal bond portfolio that best meets their specific goals and needs. APA manages high quality municipal bond portfolios in four strategies: Short-Term, Intermediate-Term, High Income, and Taxable.

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How Much to Put into Socially Responsible Investing

Almost half of all investors do not invest in socially responsible companies at all.

| BY Kent McDill

Some affluent investors like the idea of affecting the world in a positive manner with their investment decisions. Some affluent investors really like the idea.

Spectrem’s new Perspective Investor Perceptions of Socially Responsible and Impact Investing details how many investors take social responsibility into consideration when deciding what businesses and industries to invest in. It also examines the reasons why some investors don’t take social responsibility into consideration at all.

Fifty-three percent of all investors have at least some portion of their portfolio invested in socially responsible enterprises. Sixteen percent have more than 25 percent of their investments in impact investing, and 2 percent claim to have between 75 percent and 100 percent of their investments in socially responsible companies.

 

(Why would an investor avoid socially responsible investments? See the full report here).

 

Younger investors are more involved in impactful investing, and 27 percent report having at least 25 percent of their investable assets in socially responsible investments. Older investors are far less involved, although 39 percent of investors who are 65 years of age or older admit to having between 1 and 24 percent of their investments in socially responsible entities.

There are other interesting statistics related to the segments of wealth and gender. The wealthier investors are less involved in socially responsible investing than the less wealthy. Twenty percent of investors with a net worth under $1 million have at least 25 percent of their investments in socially responsible companies, while only 14 percent of investors with at least $5 million in net worth are so involved.

Women put more of their investable assets in socially responsible investments, with 21 percent saying they have at least 25 percent invested in that fashion, while only 16 percent of males are that invested in socially responsible companies.

Across almost all segments, just under 50 percent of investors are not involved at all, although only 44 percent of female investors say they have absolutely no socially responsible investments.

 



About the Author


Kent McDill

kmcdill@spectrem.com

Kent McDill is a staff writer for Millionaire Corner. McDill spent 30 years as a sports writer, working for United Press International and the Daily Herald of Arlington Heights, Ill. From 1988-1999, he covered the Chicago Bulls for the Daily Herald, traveling with them every day through the nine-month season. He also covered the Bulls for UPI from 1985-88, and currently covers the team for www.nba.com. He has written two books on the Bulls, including the new title “100 Things Bulls Fans Should Know And Do Before They Die’, published by Triumph Books. In August 2013, his new book “100 Things Bears Fans Should Know And Do Before They Die” gets published.

In 2008, he resigned from the Herald and became a freelance writer. The Herald hired him to write business features and speeches for the Daily Herald Business Conferences and Awards presentations.

McDill also writes a monthly parenting column for the Herald’s Suburban Parent magazine.

McDill is the father of four children, and an active fan of soccer, Jimmy  Buffett and all things Disney.