Using Responsible Investing

Are you seeking to appeal to the hearts and minds of millennials?

Executive Summary

Preparing heirs for the responsibilities associated with their inheritance is essential for successful wealth transfer. Families can use the topic of responsible investing (RI) as an ice-breaker to bring together multiple generations to explore the family values, and to teach about investing and working with family advisors.

Key Points

  • RI provides a topic to develop conversations around values and goals without putting actual dollars and cents around it.
  • RI can be used to teach fundamentals of investing, how investments fit in the portfolio, and how to monitor and gauge performance.
  • General discussions on asset class, research on particular investments and their impacts, and decision-making opportunities can provide experiences for the younger generation to work together.
  • The diverse range of responsible investments helps accommodate various wealth levels and investment goals.
  • A review of the different types of RI strategies takes environmental, social, and governance (ESG) factors into consideration.


RI can provide a way to appeal to the next generation’s hearts and minds, creating pathways to explore family values and learn the basics necessary to be successful wealth stewards and inheritors.


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Using Responsible Investing

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Important Legal Disclosures & Information

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Center for Financial InsightSM to provide wealth planning education to individual clients through its subsidiary, PNC Bank, National Association (“PNC Bank”), which is a Member FDIC.  Securities products, brokerage services, and managed account advisory services are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and member of FINRA and SIPC. Insurance products may be provided through PNC Insurance Services, LLC, a licensed insurance agency affiliate of PNC, or through licensed insurance agencies that are not affiliated with PNC; in either case a licensed insurance affiliate may receive compensation if you choose to purchase insurance through these programs. A decision to purchase insurance will not affect the cost or availability of other products or services from PNC or its affiliates. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC does not provide services in any jurisdiction in which it is not authorized to conduct business. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Act”). Investment management and related products and services provided to a “municipal entity” or “obligated person” regarding “proceeds of municipal securities” (as such terms are defined in the Act) will be provided by PNC Capital Advisors, LLC, a wholly-owned subsidiary of PNC Bank and SEC registered investment adviser.

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