The Obvious 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