Did you know that Baby Boomers are far more likely to excluded vices from their investments than Millennials? Or that both generations are equally likely to exclude War and Climate Change contributors?
The Motley Fool had a look at our new Ethical Investment Calculator, and noted that the higher incidence of vice (gambling, tobacco, alcohol or cannabis) exclusions in Baby Boomers compared to Gen Y’s ‘reflects the more tolerant attitudes towards the vices in recent years in general society.’ Whilst the climate change exclusions were a uniting force among the different generations.
Take our Ethical Investment Calculator and see how your results compare.
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Post by Damien Klassen
May 10, 2021
May 10, 2021
Damien has a wealth of experience across international equities (Schroders), asset allocation (Wilson HTM) and he helped create one of Australia’s largest independent research firm, Aegis Equities. He lectured for over a decade at the Securities Institute, Finsia and Kaplan and spent many of those years as the external Chair for the subject of Industrial Equity Analysis. Damien runs the investment side of Nucleus Wealth, selecting stocks suggested by analysts and implementing the asset allocation. Damien started Nucleus Wealth after 20+ years in financial markets. He wanted to come up with an investment solution for ordinary investors that delivers the same types of personalised investment portfolios high net worth investors use.