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​Empower the Future of Wealth Management for a Brighter Tomorrow.

Learn more about Zephyr's ESG Capabilities here.

Empowering the Future for A More Sustainable Tomorrow

As the Great Wealth Transfer unfolds, wealth managers and asset managers have a unique opportunity to guide Gen Z and Millennial investors in aligning their investment strategies with their values and preferences. Zephyr, with its advanced portfolio management capabilities and ESG analysis tools, offers a powerful solution for incorporating Environmental, Social, and Governance (ESG) considerations into investment decision-making. Gen Z and Millennial investors are actively participating in shaping the future of their wealth and contributing to positive societal impact during this transformative period.

Nearly two-thirds (64%) of millennials said ESG issues are important in their investing decisions with 82% of Gen Z having similar thought processes *1.

About 25% of saving millennials possess over $100,000 in savings. When investing, 95% of them prioritize socially responsible financial capital usage. Among this group, two-thirds own stocks, with 57% selling shares if they perceive a company as neglecting societal or environmental interests *2.

With this new flood of young investors, it is integral that wealth managers across the board address the need for more sustainable and ethical investment preferences. Through usage of highly customizable portfolio proposals, ESG Analysis, risk tolerance evaluation and reporting in Zephyr, wealth managers can gain a competitive advantage within this fast-growing market.

Enhancing Investment Strategies with ESG Analysis during the Great Wealth Transfer: 

Zephyr recognizes the significance of the Great Wealth Transfer and the impact Gen Z and Millennial investors will have on the financial landscape as their presence increases. By leveraging Zephyr's ESG analysis capabilities, wealth managers can evaluate companies and investment opportunities based on their environmental impact, social responsibility and corporate governance practices. This allows for the integration of ESG considerations into investment strategies, enabling wealth managers to align portfolios with Gen Z and Millennial investors' values and goals.

Risk Assessment with ESG Factors: 

During the Great Wealth Transfer, understanding and managing risks associated with investments are of paramount importance. Zephyr's ESG analysis tools empower wealth managers to conduct risk assessments that incorporate ESG factors in client portfolios. By evaluating investments based on their environmental, social, and governance performance, wealth managers gain a comprehensive view of potential risks and opportunities. This enables them to make informed investment decisions that balance financial objectives with Gen Z and Millennial investors' ESG preferences.

Identifying ESG Opportunities: 

Zephyr's ESG analysis capabilities enable wealth managers to identify investment opportunities that align with Gen Z and Millennial investors' values which contribute to positive societal outcomes. The platform provides insights into companies that excel in ESG practices, allowing wealth managers to build portfolios that generate both financial returns and positive impact. By seizing ESG opportunities during the Great Wealth Transfer, wealth managers can help shape a sustainable future for Gen Z, Millennials and society as a whole.

Reporting and Transparency for Gen Z and Millennial Investors: 

Transparency and clear reporting are essential during the Great Wealth Transfer and the increased relevance of ESGs. Zephyr's reporting capabilities extend to ESG analysis, enabling wealth managers to generate customized reports that include ESG metrics and performance data. These reports provide transparent information about how ESG factors are integrated into investment portfolios, fostering trust and communication between wealth managers, Gen Z and millennial investors. Clear reporting ensures that Gen Z and Millennial investors are well-informed about the ESG aspects of their investments and the positive impact they can make through their portfolios.

Driving Sustainable Investing with Zephyr: 

Zephyr's commitment to ESG analysis goes beyond providing tools and insights. By integrating ESG analysis into the portfolio management process, wealth managers can contribute to a more sustainable and responsible investment ecosystem. Incorporating Zephyr's ESG analysis capabilities into portfolio management enables wealth managers and asset managers to provide tailored investment strategies that align with Gen Z investors' values and goals. By integrating ESG factors into risk assessments, identifying ESG opportunities, and providing transparent reporting, Zephyr empowers wealth managers to guide Gen Z and Millennial investors in achieving both financial success and positive societal impact while also finding financial success.

*1: How Millennials and Gen Z Are Driving Growth Behind ESG | Nasdaq

*2: Millennials and GenZ are a growing force in investing. The finance industry needs to catch up | Fortune

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