Investors are eager for more help and education regarding income investment planning and their advisors can play a key role in helping them “Guard their Gains,” according to a new survey from Nuveen.
Nuveen conducted the survey of more than 1,000 high-net-worth investors as part of its ongoing efforts to assess the scope and complexity of investors’ needs and desired outcomes. In the first release of its findings, Nuveen highlights an investing environment marked by positive sentiment driven by strong market returns. However, against this bullish backdrop, investors shared their greatest concern centered on the loss of their income due to investment risk. The study also showed that despite the intense focus on investment risk, there are several other key risks that investors have less familiarity with and that by addressing these risks could help guard their portfolio gains. Highlights from the study include:
Feeling Bullish About Economy and Household Finances
2018 Tax Reform
Investors Signal Concern about Market Complexity and Risk of Loss
Investors Look to Financial Advisors for Help in Understanding, Navigating Risks
Financial Advisors Can be Key to Helping Investors “Guard their Gains”
Financial Advisors are uniquely positioned to help clients understand and address the various risks that can chip away at the gains made in their clients’ income-focused portfolios, not just protect against loss. With more and more investors seeking specific outcomes from their investment portfolios, Nuveen provides a robust resource guide of information and strategies to diversify income. Nuveen encourages advisors to take advantage of the following resources to engage clients on the issues important to achieving their investment goals.
The Need For Income Diversifiers - Is Your Portfolio Providing The Income You Need?
Timely Market Commentary
Income White Papers
About the 2018 Income Diversifiers Study
The survey was conducted online by The Harris Poll on behalf of Nuveen within the United States between February 22 and March 8, 2018 among 1,010 US adults aged 21+ with at least $100,000 in investable assets who are primary or shared decision makers for financial decisions for themselves or their family, and are currently working with a financial advisor. Figures for gender, age, race/ethnicity, household income, investable assets, education, household size, employment status, marital status, and region were weighted where necessary to bring them into line with their actual proportions in the population.
Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Nuveen has $967 billion in assets under management as of 3/31/18 and operations in 16 countries. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information, please visit www.nuveen.com.
Nuveen Securities, LLC, member FINRA and SIPC.
The information contained on the Nuveen website is not a part of this press release.
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