From values to riches 2020: charting consumer expectations and demand for responsible investing in Australia

Superannuation Retirement savings Capital investments Corporate social responsibility Ethical investment Australia
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From values to riches 2020 485.88 KB

This study expands upon on the RIAA's last Australian consumer research commissioned in 2017.

The message it gives is resounding: the majority of Australians expect superfunds, banks, financial advisers and other financial institutions to invest their money responsibly and ethically

It’s a response to a devastating summer of unprecedented fires and floods exacerbated by climate change. But it’s also a continuation of the long-term upward trend of investing in-line with one’s values and recognition of the impressive performance of many responsible and ethical options.

Key findings:

High expectations

  • 86% of Australians expect their super or other investments, and 87% of Australians expect the money in their bank accounts, to be invested responsibly and ethically.
  • 9 in 10 (89%) Australians feel it’s important that their financial institution invests responsibly and ethically across the board.

Propensity to act

  • Three quarters of Australians would consider moving their banking, super or other investments to another provider if they found out their current provider was investing in companies engaged in activities not consistent with their values.
  • Two thirds (67%) of Australians who don't currently invest in ethical companies, funds or superannuation funds would be most likely to consider doing so in the next 5 years, with 32% saying they would consider doing so in the next year.
  • Recent weather conditions in Australia have prompted 2 in 5 Australians to think about switching financial institutions (banks, super funds etc.) to one which invests ethically or responsibly.
  • Half of Australians say they would be motivated to invest and save more money if they knew their savings or investments made a positive difference in the world.
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