Assets in sustainable funds now exceed $1 trillion. This means, more than one-quarter of assets under management globally are being invested based on the premise that ESG (environmental, social, and governance) factors can materially affect a company’s performance and market value.
Retirement portfolios aren’t what they used to be.
Today’s environment of rising life expectancies, low bond yields, and elevated stock market valuations is unparalleled. Retirees cannot control many of these factors. Many feel helpless to the ebbs and flows of the market.
But, there is something that all investors can control: expectations. By looking at historical figures and making conservative, educated predictions about the future, retirees can better prepare themselves for whatever lies ahead.
