Nine in 10 investors want their investments to align with their values according to a recent survey published by Swiss investment bank UBS. I like to refer to this as a movement towards purpose-driven investing. UBS conducted the survey in May year among 3,800 investors 25 and older with at least $1 million in investable assets split across 15 global markets. Researchers compared the findings with those from a study conducted in May 2020 with a similar sample.
Peter, wondering about the tax breaks to the social investments in the Rolex and Bose examples & if that is part their why and how they keep revenue streams flowing into social enterprises?
The personal share of teaching your daughter to think like an investor is truly transformative. Reminds me a bit of the book “Rich Dad, Poor Dad.”
Thanks for the comments JT, not sure on the tax implications for Rolex or Bose since each is in different jurisdictions but I'm sure that is a factor. Still, the fact that the tax code incentivise social ventures, is a sign that it's going mainstream! Appreciate the support.
Peter, wondering about the tax breaks to the social investments in the Rolex and Bose examples & if that is part their why and how they keep revenue streams flowing into social enterprises?
The personal share of teaching your daughter to think like an investor is truly transformative. Reminds me a bit of the book “Rich Dad, Poor Dad.”
Loving these articles, keep up the quality work!
Thanks for the comments JT, not sure on the tax implications for Rolex or Bose since each is in different jurisdictions but I'm sure that is a factor. Still, the fact that the tax code incentivise social ventures, is a sign that it's going mainstream! Appreciate the support.
Cheers for the feedback Joss