Translating Interest Into Action: Insights From the Retail Impact Investor

Translating Interest Into Action: Insights From the Retail Impact Investor

Interest in impact investing is high, and many impact investors would like to see more product options and increase the amount they invest, a report from Calvert Impact Capital finds. Based on a survey of impact investors — 54 percent of whom were current and former investors in Calvert’s Community Investment Note — the report, Translating Interest into Action: Insights from the Retail Impact Investor (6 pages, PDF), found that 90 percent of all respondents and 95 percent of millennials said they would like to see more impact investing products, while 73 percent of all impact investors and 83 percent of millennials intended to increase their allocation to impact products. At the same time, the survey found that for 43 percent of all respondents and 62 percent of millennials the Calvert Note was their only impact investment, and that most respondents allocated less than 5 percent of their total household investment portfolio to cause-based or impact investing options. To address the gap between level of interest and action, the report calls for more outreach to individual investors, more education for and engagement with financial advisors, and creating more product options that have demonstrable impact across asset classes.