The new valuables
Investors' purpose now: putting capital
behind experiences, relationships, and helping others.
A century after the Spanish flu and World War I
led to the “Roaring Twenties,” many pundits are
forecasting a similar post-COVID environment.
While that could happen eventually, our latest
Investor Watch research shows that—for
now—investors are focused on something deeper: a
search for meaning, a sense of purpose and a
desire to contribute more to the world around
them.
Look more closely at the findings
Talk to your UBS client advisor
Goals have changed
Goals have changed
79%
79%
COVID-19 made me reassess what's most
important.
Investors’ new purpose
Investors’ new purpose
68%
68%
I want to make more of a difference.
Investors left with mixed feelings
Investors left with mixed feelings
93%
93%
I feel more appreciative of what I have.
66%
66%
I feel guilty for being more fortunate than many
other people.
Investors prioritize experiences over
possessions
Investors prioritize experiences over
possessions
77%
77%
I believe life experiences are more important than
material things.
59%
59%
I expect to increase spend on travel.
Strong interest in values-based investing
Strong interest in values-based investing
90%
90%
I want to align my investments with my values.
Sustainable investing comes to the fore
Sustainable investing comes to the fore
59%
59%
I am more interested in sustainable investing as a
result of COVID-19.
If you want to know more
If you want to know more
Come and see us so we can find out more about what matters to you
About the survey: For this edition of UBS Investor Watch, we surveyed 3,800 investors with at least $1 million in investable assets. The global sample was split across 15 markets: Argentina, Brazil, mainland China, France, Germany, Hong Kong, Italy, Japan, Mexico, Russia, Singapore, Spain, the UAE, the UK and the US. The research was conducted in May 2021. Findings were compared to a study conducted in May of 2020 among more than 3,750 investors with similar asset levels and age groups.
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