Articles

Investor Survey: A Look into Tomorrow’s Assets

Jul 20, 2016

Global X conducted a retail market survey with a third party vendor, ORC International, in late Q2 2016. Our goal was to shed light on behavioral differences among generations when it comes to investing.

Many of our clients ask us for insights on how to appeal to younger investors, specifically investors who are in the Millennial and Generation X generations.  We believe that our clients are anticipating the greatest wealth transfer in U.S. history from the Baby Boomer generation to their children, mainly members of the Millennial generation. Additionally, Gen X does not receive nearly as much media coverage or attention as the Millennials or Baby Boomers do. However, as Gen X’ers enter their prime earning years, advisors are interested in learning more about what makes this “in between” generation tick.

After analyzing our survey’s data, four clear groups emerged, and we believe that getting to know these easily identifiable different groups will help our clients serve their clients and prospects even better than our clients do today.

Click here to read the results our survey- Beyond Baby Boomers: The Investable Assets of Tomorrow

Category: Articles

Topics: Consumer Economy

Investing involves risk, including the possible loss of principal. In addition to the normal risks associated with investing, international investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from economic or political instability in other nations. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. Narrowly focused investments and investments focusing on a single country may be subject to higher volatility. There are additional risks associated with investing in base and precious metals as well as their respective mining industries. Investments in smaller companies typically exhibit higher volatility.

Carefully consider the Funds’ investment objectives, risk factors, charges, and expenses before investing. This and additional information can be found in the Funds’ summary or full prospectus, which may be obtained by calling 1-888-GX-FUND-1 (1.888.493.8631), or by visiting www.globalxetfs.com. Please read the prospectus carefully before investing.

NASDAQ OMX Indexes, Solactive Indexes, S&P Indexes, FTSE Indexes, MSCI Indexes, INDXX, and EDHEC Risk Institute Asia Ltd. Indexes have been licensed by NASDAQ OMX, Solactive AG, Standard & Poors, FTSE, and MSCI respectively, for use by Global X Management Company, LLC. Global X Funds are not sponsored, endorsed, issued, sold, or promoted by NASDAQ OMX, Solactive AG, Standard & Poors, FTSE, MSCI, INDXX, or EDHEC, nor do these companies make any representations regarding the advisability of investing in the Global X Funds.

Global X Management Company, LLC serves as an advisor to the Global X Funds. The Funds are distributed by SEI Investments Distribution Co. (SIDCO, 1 Freedom Valley Drive, Oaks, PA, 19456), which is not affiliated with Global X Management Company, LLC.

Shares are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns.