In the next 25 years, in what will be the largest generational wealth transfer in human history, baby boomers are expected to pass $68 trillion to their millennial children. And the 92 million American millennials are concerned about the environment, with 73% of them saying that “global warming” is “personally important” to them.
It’s no surprise then that millennials gravitate to environmentally-responsible investing. In fact, millennial investors are nearly twice as likely as non-millennials to make investment decisions based on specific environmental or social outcomes.
Since asset managers typically lose 70% to 80% of the assets they manage during generational transfers, wealth managers who want to retain these environmentally-conscious investors need to offer value-based investment options.
“Wealth and asset managers who supply millennials with value-based investment options will be strongly positioned to attract new assets to the firm as well as retain beneficiary millennial clients,” according to a 2017 Ernst & Young report.
Investors are seeking investment returns that align with their values. A large and growing body of evidence demonstrates that using environmental, social, and governance (ESG) performance ratings may reduce risk and offer financial advantages.
To keep up with this surge in interest in value-based investment options, financial advisors need to be familiar with firms that have a deep understanding of sustainable investing and can deliver the environmental impact that clients expect.
For more than 25 years, Green Century has been the standard bearer of responsible investing, and no other fund can match our environmental and public health impact.
Green Century uses a unique three-pronged approach to deliver impact and competitive returns.
- Invests in sustainable companies: Green Century is proud to be the first family of fossil fuel free, responsible, and diversified mutual funds in the U.S. Instead of investing in the most environmentally-reckless companies in the world, Green Century invests in environmental leaders and innovators and companies leading their industries in their environmental, social and governance performance ratings.
- Leads an effective shareholder advocacy program: Our team of shareholder advocates directly presses several dozen companies every year to improve their corporate sustainability practices.
- Supports environmental and public health nonprofit organizations: Green Century is the only mutual fund company in the U.S. wholly owned by environmental and public health nonprofit organizations, and 100% of the profits we earn managing the Green Century Funds can be used to support their work.
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Stocks will fluctuate in response to factors that may affect a single company, industry, sector, country, region or the market as a whole and may perform worse than the market. Foreign securities are subject to additional risks such as currency fluctuations, regional economic and political conditions, differences in accounting methods, and other unique risks compared to investing in securities of U.S. issuers. Bonds are subject to risks including interest rate, credit, and inflation. A sustainable investment strategy which incorporates environmental, social and governance criteria may result in lower or higher returns than an investment strategy that does not include such criteria.
The Green Century Funds are distributed by UMB Distribution Services, LLC., 235 W Galena Street, Milwaukee, WI 53212.