According to a survey conducted by Eventide, 88% of Christians want their investments to reflect their values.

The Eventide survey highlights a potential opportunity for advisors to meet Christian investors’ desire for values-based investing.

BOSTON, October 31, 2024 /PRNewswire/ — Nearly 9 in 10 Christians (88%) who consider their faith important say they want their investments to reflect their values, but only 37% of Christians with a financial advisor have heard of values-based investing. from his advisor. These are the findings of a study conducted by Pinkston commissioned by Eventide Asset Management. Bostonan investment advisor committed to providing high-performing investments that we believe create compelling value for the global common good.

The survey found that 88% of Christians would be interested in investing in a fund that is “highly ethical and committed to doing good,” and 23% believe they are currently investing in this type of fund. The data shows that there is a significant gap between the desires of Christian investors and conversations with financial advisors, who are often these people’s primary source of investment information.

“This study highlights potential opportunities for financial advisors to deepen their relationships with Christian clients by satisfying their desire for values-based investing.” said Mark WamboltHead of Consultant Marketing and Sales at Eventide. “By incorporating values-based investing into their offerings, advisors have the opportunity to differentiate themselves, foster deeper client relationships, and potentially gain a competitive advantage in attracting and retaining clients across generations.”

This opportunity may be enhanced by the upcoming intergenerational transfer of wealth. According to Cerulli¹, $72.6 trillion from $84.4 trillion Those transferred until 2045 will be inherited by the younger generation.

The survey found that younger generations tend to place more emphasis on aligning their investments with their values, with respondents aged 30-39 reporting an increased likelihood of investing in a values-based fund or switching financial advisors to access these types of funds.

“We are incredibly fortunate to work with more than 15,000 financial advisors who, through their work, strive to create goodness and strive for beauty in our world.” said Robin JohnFounding member and CEO of Eventide. “This survey highlights that Christian investors want to make a positive impact on their finances, and we see a huge opportunity to educate and engage them in this mission.”

Interviews for this study were conducted with a sample of 1,479 U.S. adults aged 30 years and older with a Christian faith that is somewhat or very important in their lives and with a minimum household income US$75,000 or 100 thousand dollars into investment assets. 54% of respondents indicated that they have a financial advisor. Full survey results can be viewed at this link.

About the evening

Eventide Asset Management LLC Bostoninvestment consultant with $6.8 billion in assets under management as of 09/30/2024, practicing “investing that makes the world happy”^®Founded in 2008, Eventide’s purpose is to serve individuals, financial advisors and institutions, committed to providing high-performing investments that we believe create compelling value for the global common good.

Important Risk Information

This communication is provided for informational purposes only and expresses the views of investment advisor Eventide Asset Management, LLC (“Eventide”). This does not constitute investment advice and does not constitute a recommendation or offer to buy or sell or a solicitation of transactions in any securities or financial products. Eventide’s values-based investing approach may not produce the desired results and may result in underperformance compared to other investments. There is no guarantee that any investment will achieve its objectives, generate positive returns or avoid losses. Eventide uses the brand name “Investing that Makes the World Happy®” figuratively to explain its commitment to serving investors by helping them improve the world.

Third-party sources mentioned herein have not been independently verified, and Eventide is not affiliated with any third parties referenced unless otherwise noted. Eventide has not independently verified the accuracy or completeness of third party information. There can be no guarantee that the information is accurate or complete. Information is subject to change without prior notice.

According to a survey of 1,479 respondents who identified themselves as committed Christians (defined as having a Christian faith important in their lives), aged 30+, with a minimum 100 thousand dollars investment assets or 75 thousand dollars household income. The survey was conducted by Pinkston on behalf of Eventide in October 2023. 54% of respondents indicated that they have a financial advisor.

¹ Cerulli: Press release: Cerulli expects $84 trillion in wealth… Cerulli Associates. (2022). https://www.cerulli.com/press-releases/cerulli-anticipates-84-trillion-in-wealth-transfers-through-2045

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