Retirement Insights

Investor interest in ESG (environmental, social, and governance) and retirement income investing is high, according to research from Wells Fargo Asset Management and Gallup.

The reports below provide more insights into ways to stay ahead of retirement income and ESG investing needs and potentially enhance plan participants’ financial well-being.

ESG Investing Report

April 2018     |  Minds, Hearts, and Souls: ESG as a Catalyst for Plan Success   (PDF/New Window)
April 2018    |  Minds, Hearts, and Souls: ESG as a Catalyst for Plan Success  (PDF/New Window)April 2018 | Minds, Hearts, and Souls: ESG as a Catalyst for Plan Success
Investor interest in environmental, social, and governance (ESG) investing is very high, according to the 2017 Wells Fargo/Gallup Investor and Retirement Optimism Index survey. In fact, three out of four investors surveyed are interested in ESG when it is framed in the context of more specific ESG themes, such as protecting the environment, doing social good, and promoting responsible corporate governance, yet performance myths still exist. This interest, as well as demographic shifts, indicate that ESG should be a top priority and, with the proper education, could offer significant potential to improve engagement and investing for retirement. We believe the answer lies in engaging participants’ minds, hearts, and souls. Get your copy of the report to find out how to turn our learnings into actions that might enhance participant financial wellbeing.


Retirement Income Report

April 2018 – Moving From Inertia to Income: Insights Into Delivering Successful Retirement Outcomes (PDF/New Window)
April 2018 | Moving From Inertia to Income: Insights Into Delivering Successful Retirement Outcomes (PDF/New Window) April 2018 | Moving From Inertia to Income: Insights Into Delivering Successful Retirement Outcomes
One of the most complex tasks investors face is financial planning for retirement. With the well-documented transition from state- and company-sponsored pension plans to individual IRA and 401(k) plans, much of the burden has shifted from financial professionals to individual investors, and for many plan participants, there is no default income option. While much financial professional effort has been dedicated to addressing the accumulation phase, fewer steps have been taken to solve for decumulation. In the 2017 Wells Fargo/Gallup Investor and Retirement Optimism Index survey, we explored this challenge, revealing retirement income desires, knowledge gaps, and misinformation that exists with investors. For example, while 98% of investors surveyed think guaranteed retirement income is important, many have unrealistic expectations about how much income their savings will yield or how to manage their savings once they are retired. Get your copy of our report to find out how to turn our learnings into actions that might enhance participant financial wellbeing.

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