Bracing for the Boomer Retirement Wave

As retiring investors become sellers, market conditions could change – an active approach may help those in their wake.

  • The US investment landscape is likely to experience a generational change as Boomers shift from buying into markets to selling out of markets for retirement.
  • In this dynamic market environment, a high-conviction, active-management approach may be more useful than a passive investing approach.
  • While passive investing strategies mirror a market benchmark, active managers can be more idiosyncratic when it comes to stock selection.
The views and opinions expressed represent the subjective views of the contributors as of September 14, 2018. They are subject to change at any time based on market and other conditions. There can be no assurance that developments will transpire as forecasted. Actual results may vary. This material is provided for informational purposes only and should not be construed as investment advice.
Unlike passive investments, there are no indexes that an active investment attempts to track or replicate. Thus, the ability of an active investment to achieve its objectives will depend on the effectiveness of the investment manager.

Important Information
All investing involves risk, including the risk of loss. There is no assurance that any investment will meet its performance objective or that losses will be avoided. The ability of an actively managed investment to achieve its objective will depend on the effectiveness of the portfolio manager.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

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