Cerulli Associates (2025) estimates that $124 trillion in wealth will transfer from Baby Boomers to Millennials and Gen Z through 2048 — the largest intergenerational wealth transfer in history. Morgan Stanley (2025) finds that 97% of Millennials and 99% of Gen Z investors are interested in sustainable investing. This guide covers how these generations are reshaping capital allocation in public markets, and the tools available to act on values-aligned investing through standard brokerage accounts.
For the foundational strategy framework underpinning how these investors are acting on that interest, see the Ziggma Impact Investing Guide.
The full guide is coming soon. In the meantime, the Ziggma Impact Investing Guide covers the generational wealth transfer alongside the complete public-market impact framework.
Start your free Portfolio Checkup — see your portfolio’s Impact Score, GWP temperature reading, and holding-level harm-category data today.
