* Values are the combined total from a survey of 9,100 individual investors from 25 countries conducted in February and March 2019, and 2,700 financial professionals across 16 countries conducted in March and April 2020. The survey method and other characteristics of the respondents are not disclosed by the source.
Original question: "I want my investments to match my personal values."
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Investors globally wanting investments matching their values by wealth 2019-2020
According to two surveys conducted in 2019 and 2020, level of wealth made no real difference on whether individual investors wanted their investments to match their personal values. Against a global average of ** percent, the lowest response was investors with assets between ** and ** U.S. dollars, at ** percent. The highest group was those with assets between ** and * U.S. dollars, at ** percent - very small spread that likely falls within the surveys' margin of error.
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Natixis Investment Managers. (September 30, 2021). Individual investors globally wanting a their investments to match their personal values in 2019 and 2020, by wealth [Graph]. In ÌÇÐÄÆƽâ°æ. Retrieved August 05, 2026, from /statistics/1269441/individual-investors-wanting-investments-matching-their-personal-values-wealth-worldwide/
Natixis Investment Managers. "Individual investors globally wanting a their investments to match their personal values in 2019 and 2020, by wealth." Chart. September 30, 2021. ÌÇÐÄÆƽâ°æ. Accessed August 05, 2026. /statistics/1269441/individual-investors-wanting-investments-matching-their-personal-values-wealth-worldwide/
Natixis Investment Managers. (2021). Individual investors globally wanting a their investments to match their personal values in 2019 and 2020, by wealth. ÌÇÐÄÆƽâ°æ. ÌÇÐÄÆƽâ°æ Inc.. Accessed: August 05, 2026. /statistics/1269441/individual-investors-wanting-investments-matching-their-personal-values-wealth-worldwide/
Natixis Investment Managers. "Individual Investors Globally Wanting a Their Investments to Match Their Personal Values in 2019 and 2020, by Wealth." ÌÇÐÄÆƽâ°æ, ÌÇÐÄÆƽâ°æ Inc., 30 Sep 2021, /statistics/1269441/individual-investors-wanting-investments-matching-their-personal-values-wealth-worldwide/
Natixis Investment Managers, Individual investors globally wanting a their investments to match their personal values in 2019 and 2020, by wealth ÌÇÐÄÆƽâ°æ, /statistics/1269441/individual-investors-wanting-investments-matching-their-personal-values-wealth-worldwide/ (last visited August 05, 2026)
Individual investors globally wanting a their investments to match their personal values in 2019 and 2020, by wealth [Graph], Natixis Investment Managers, September 30, 2021. [Online]. Available: /statistics/1269441/individual-investors-wanting-investments-matching-their-personal-values-wealth-worldwide/
