As the Silent Generation and Baby Boomers approach the stage of life where wealth transfer becomes imperative, it is essential to focus on wealth preservation while bearing in mind your heirs’ interest in values-aligned investing. By 2029, Millennials are expected to propel the impact investing market to an extraordinary $1.3 trillion, more than doubling its projected value in 2025 (Equities Editors Desk (2025)). This significant shift underscores the increasing relevance of values-aligned investment strategies.
Additionally, women are set to inherit trillions of dollars over the coming decades, playing a pivotal roles as primary decision-makers for household wealth (Adamczyk, Alicia and Ajemian, Nina (2025)). A 2021 BNY Melon study revealed that over half of women (55%) would invest, or increase their investments, if these align with their personal values. This shift is particularly notable among younger women investors, who favor companies mirroring their personal beliefs (BYN Mellon Investment Management (2021))