Impact Investing and Healthcare

Impact Investing and Healthcare: Millennials Lead the Trend

Feb. 22, 2017 - Kansas City, Mo.

What Was Studied

  • American Century Investments® conducted an online survey with 1,028 adults to better understand millennials, Gen Xers and baby boomers' investment habits and their interest in "impact investing"—that is, investing in companies, organizations and funds that have a beneficial impact on society, while also providing a financial return to investors.
  • Key study findings include:
    • Over half (54%) of millennials consider an investment's societal impact as an important factor in their decision making process—significantly more than Gen Xers and baby boomers (34% and 37%, respectively).
    • Impact investments appeal to half (51%) of millennials, compared to two in five (37%) Gen Xers and one in three (32%) baby boomers.
    • One in three (31%) millennials say healthcare, including disease prevention and cures, is the cause that matters most to them if they were to make an impact investment.

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American Century Investments' Take on Impact Investing:

  • Impact investing encompasses investments that have a measurable, beneficial impact on society, while also providing investors with a potential return.
  • Similarly, American Century Investments' views its unique ownership model and the legacy of its founder as the ultimate example of investing with impact.
  • American Century Investments' late founder James Stowers, Jr. and his wife, Virginia, transferred their equity ownership stake in American Century Investments to the endowment supporting the Stowers Institute, which has resulted in more than 40 percent of the global asset management firm's annual dividends being directed toward medical research.
  • Since 2000, nearly $1.3 billion in dividends have been distributed to the Institute.
Diane Gallagher

About Diane Gallagher

Vice President for Retirement Marketing & Value Add

Diane offers insightful observations based on 20+ years of experience in the investment industry. As well as, why the firm's ownership structure touches her personally.