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The Global Atlantic 2024 Retirement Outlook Survey reveals that retirement age investors prioritize asset protection over growth, with 61% preferring to protect assets rather than grow them. The study highlights the importance of generating reliable retirement income and protecting savings against market volatility. Nearly half of investors rank 'protecting assets from loss' as a top investing goal, despite the S&P 500's gains in 2023. Financial professionals play a important role in guiding clients through challenging economic environments, with 84% satisfaction rate reported.
Il sondaggio Global Atlantic 2024 sull'outlook del ritiro mostra che gli investitori in età pensionabile danno priorità alla protezione degli asset rispetto alla loro crescita, con il 61% che preferisce proteggere gli asset piuttosto che aumentarli. Lo studio sottolinea l'importanza di generare un reddito di pensione affidabile e proteggere i risparmi contro la volatilità del mercato. Quasi la metà degli investitori considera la 'protezione degli asset dalle perdite' come obiettivo principale di investimento, nonostante i guadagni di S&P 500 nel 2023. I professionisti finanziari giocano un ruolo importante nell'orientare i clienti attraverso ambienti economici difficili, con un tasso di soddisfazione del 84% riportato.
La Encuesta de Perspectiva de Jubilación 2024 de Global Atlantic revela que los inversores en edad de jubilación priorizan la protección de activos más que el crecimiento, con un 61% prefiriendo proteger los activos en lugar de aumentarlos. El estudio destaca la importancia de generar un ingreso de jubilación fiable y de proteger los ahorros contra la volatilidad del mercado. Casi la mitad de los inversores sitúan la 'protección de activos contra pérdidas' como el objetivo de inversión más importante, a pesar de las ganancias del S&P 500 en 2023. Los profesionales financieros desempeñan un papel importante guiando a los clientes a través de entornos económicos desafiantes, con una tasa de satisfacción reportada del 84%.
Global Atlantic 2024 은퇴 전망 조사는 은퇴 연령의 투자자들이 성장보다 자산 보호를 우선시한다는 것을 밝혀냈습니다. 61%가 자산을 키우기보다는 보호하는 것을 선호합니다. 이 연구는 신뢰할 수 있는 은퇴 소득을 생성하고 시장 변동성에 대한 저축을 보호하는 중요성을 강조합니다. 투자자의 거의 절반은 '자산 손실로부터 보호'를 투자 목표 중 최우선으로 랭크하며, 이는 2023년 S&P 500의 이익에도 불구하고 있습니다. 금융 전문가들은 84%의 만족도를 보고하면서 어려운 경제 환경에서 고객을 안내하는 중요한 역할을 합니다.
L'enquête de Global Atlantic sur les perspectives de retraite 2024 révèle que les investisseurs en âge de retraite privilégient la protection des actifs plutôt que leur croissance, 61% préférant protéger leurs actifs plutôt que de les accroître. L'étude met en lumière l'importance de générer un revenu de retraite fiable et de protéger les économies contre la volatilité du marché. Près de la moitié des investisseurs classent la 'protection des actifs contre les pertes' comme un objectif d'investissement principal, malgré les gains de S&P 500 en 2023. Les professionnels de la finance jouent un rôle clé dans la guidance des clients à travers des environnements économiques difficiles, avec un taux de satisfaction de 84% rapporté.
Die Global Atlantic 2024 Umfrage zur Rentenaussicht zeigt, dass Investoren im Rentenalter den Schutz von Vermögenswerten gegenüber Wachstum priorisieren, wobei 61% den Schutz von Vermögenswerten dem Wachstum vorziehen. Die Studie betont die Bedeutung der Erzeugung zuverlässiger Renteneinkommen und den Schutz der Ersparnisse vor Marktschwankungen. Fast die Hälfte der Investoren stuft den 'Schutz von Vermögenswerten vor Verlusten' als oberstes Anlageziel ein, trotz der Gewinne des S&P 500 im Jahr 2023. Finanzprofis spielen eine wichtige Rolle bei der Führung ihrer Kunden durch herausfordernde wirtschaftliche Umfelder, mit einer Zufriedenheitsrate von 84%.
Positive
Financial professionals report an 84% satisfaction rate in 2023, indicating their effectiveness in guiding clients through challenging economic environments.
Negative
Only half (54%) of retirement age investors believe they are adequately protected from a market downturn, highlighting the lingering uncertainty among this demographic.
Despite the S&P 500 gains in 2023, nearly half of investors rank 'protecting assets from loss' as a top investing goal, indicating concerns about market volatility.
NEW YORK--(BUSINESS WIRE)--
While U.S. markets rebounded in 2023, retirement age investors are still prioritizing strategies for generating reliable retirement income and protecting their nest eggs against volatility, according to the Global Atlantic 2024 Retirement Outlook Survey, a new study from Global Atlantic Financial Group (“Global Atlantic”). Nearly two-thirds (61%) of respondents would rather protect their assets than try to grow them, but only half (54%) believe they are adequately protected from a market downturn.
The December 2023 study surveyed retirement age investors (ages 55 to 75) who work with financial professionals and have investable assets between $250,000 and $1 million. It revealed investors rate investments that provide stability, protection, a steady income stream, and guaranteed retirement income over investments that come with more risk.
The study suggests that scars from the 2022 downturn, when the S&P 500 sank more than 18%, are still fresh for many, and investors remain focused on strategies for generating reliable retirement income and protecting their savings against volatility.
A full 65% of survey respondents cited "creating a retirement income plan that provides income for as long as I live" as one of their top two financial priorities and nearly half (48%) ranked "protecting assets from loss" as one of their top two primary investing goals, even with the S&P 500 gaining in 2023.
Eight in 10 investors (81%) said protecting investments while they grow by limiting downside risk is important, and two-thirds (69%) said their financial professional has offered strategies to insulate from investment losses. The study found that nearly half (47%) of respondents had discussed annuities with their financial professional in the past year. Of those that did, 30% purchased a new annuity, while almost 22% allocated more to an existing annuity.
“Asset allocation is a core component of any conversation financial professionals have with their clients,” said Paula Nelson, Head of Strategic Growth for Individual Markets at Global Atlantic. “But we believe these conversations should expand beyond a typical stock and bond allocation and include a broader range of products and strategies, such as annuities and the numerous other ways to diversify client portfolios.”
According to the study, financial professionals are proving adept at guiding clients through challenging environments. The study revealed an 84% satisfaction rate with financial professionals in 2023, as investors lean heavily on professional advice to navigate lingering economic crosscurrents.
“With multiple domestic and global events impacting the market, we think it is more important than ever for financial professionals to have regular and meaningful conversations with their clients about income protection,” Nelson added. “There is undoubtedly a great deal of uncertainty among retirement-age investors, and the survey findings highlight that those nearing or already in retirement understand the overall importance of these topics.”
Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong financial foundation and risk and investment management expertise, the company delivers tailored solutions to create more secure financial futures. The company's performance has been driven by its culture and core values focused on integrity, teamwork and the importance of building long-term client relationships. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm. Through its relationship, the company leverages KKR's investment capabilities, scale and access to capital markets to enhance the value it offers clients. KKR's parent company is KKR & Co. Inc. (NYSE: KKR).
Annuities are issued by Forethought Life Insurance Company, 10 West Market Street, Suite 2300, Indianapolis, Indiana. Registered products are underwritten and distributed by Global Atlantic Distributors, LLC. Neither this press release nor the Global Atlantic 2024 Retirement Outlook Survey is, and neither shall be construed as, an offer to sell insurance in any jurisdiction. These materials are intended to provide educational information regarding the market for retirement and life products generally and are intended for use with the general public. These materials should not be considered, and do not constitute, personalized investment advice.
The “S&P 500® Index” is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and has been licensed for use by Forethought Life Insurance Company (“Forethought”). S&P®, S&P 500®, US 500, The 500, iBoxx®, iTraxx® and CDX® are trademarks of S&P Global, Inc. or its affiliates (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by Forethought. Forethought’s Products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the S&P 500® Index.
Global Atlantic Financial Group (Global Atlantic) is the marketing name for The Global Atlantic Financial Group LLC and its subsidiaries, including Accordia Life and Annuity Company, Commonwealth Annuity and Life Insurance Company, Forethought Life Insurance Company and Global Atlantic Re Limited. Each subsidiary is responsible for its own financial and contractual obligations. These subsidiaries are not authorized to do business in New York.
About the Survey Methodology:
The nationwide Global Atlantic 2024 Retirement Outlook Survey was conducted online by Artemis Strategy Group from December 8 to December 29, 2023 among 1,018 investors with $250K to $1M in investable assets, ages 55 to 75 who work with a financial professional. Data is weighted on region and by age group on gender, race/ethnicity, assets, and education to reflect the population ages 55 to 75 with $250,000 to $999,999 in savings or investments based on the Federal Reserve 2021 Survey of Household Economics and Decision-making (SHED).
