Megatrends in Wealth Management

Explosive Sustainable/Social Impact Investing Growth

Modern Investing

Sustainable/Social Impact

Investors want sustainable solutions; aligned with their values. 71% of individual investors are interested in sustainable investing; 84% of Millennial investors.

link: Institute for Sustainable Investing

Wealth Transfer

The largest intergenerational wealth transfer in history is underway. The main recipients -- women & younger investors -- are particularly underserved by legacy advisors.

link: $30 trillion wealth transfer


Investors want an app experience, but also professional human guidance -- especially most Millennial and Gen X investors who prefer hybrid high-tech + high-touch solutions.

link: Q3 2017 StreetWise Report

Tax Smart

Investors are increasingly aware of the erosion from taxes that come from traditional offerings that are optimized on pre-tax return. Tax alpha-seeking strategies can add 1.0%-2.4% annually

link: 2017 marginal tax calculator

Unconflicted; Client-Centric

"Hey Siri, what are some hidden costs of investing"
It's never been easier for clients to understand the industry's incentive conflicts.

link: Financial Services is the least-trusted industry in the U.S.

Fee/Expense Compression

Investors are seeking lower cost passive/index and algorithmic investment products to eliminate performance erosion from unnecessary fee and expense layers: the middlemen.

link: High-Performance Wealth Management

Every Megatrend is a tailwind for client-centric Financial Advisors who can provide a sophisticated product offering such as one powered by Impact Labs

link: product offering example

Explosive Sustainable/Social Impact Investing Growth

link: SRI/ESG Asset Growth

$9 trillion in SRI/ESG assets under management in the U.S.,
more than doubling from 2012 to 2016

1/5th of professionally managed investments

The Opportunity:
71% of individual investors are interested in sustainable investing
and 84% of Millennial investors

None of these numbers reflect the post-election Trump bump:
Investors are stepping up to support companies taking a stand and/or making a difference on social/impact causes.

SRI/ESG refers to investing with
Social/Responsible/Impact (SRI) criteria
and/or the application of
Environment/Social/Governance (ESG) factors.
Want to learn more?
Want to learn more?

©2017 IMPACTADVISOR LLC. All Rights Reserved.

IMPACT ADVISOR LLC ("ImpactAdvisor") is an investment advisor registered in California. This website should not be construed as a solicitation or offer to sell investment advisory services or as an offer or recommendation to trade in any security. Financial services are only provided to investors who become ImpactAdvisor clients after entering into a written agreement.
Past performance does not guarantee future results.