Through conversations during the past year with investors and corporations across the Financial Services Spectrum a consistent thesis has emerged, centered on the idea of investing along the “Retirement Continuum”. For some investors, this can include allocating capital horizontally to each of its components to capture the entire “Continuum”. For others, it includes making concentrated vertical investments in one or two sectors. The thesis is supported by demographics, math and government policy; each of which has driven innovation in products and services.
In our white paper, we provide the historical context that has developed today’s Retirement Continuum. We begin with Baby Boomers, the advent of 401Ks, and the evolution of government policy. We also discuss the broader demographics impacting the retirement landscape. And importantly, we address the different ways that investors and companies are expressing their “view” through deploying capital in the space.
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DISCLAIMER This presentation is intended for information and discussion purposes only and does not constitute legal or professional investment advice. Statements of fact and opinions expressed are those of the participants individually and, unless expressly stated to the contrary, are not the opinion or position of Harbor View Advisors, LLC (“HVA”). The information in this presentation was compiled from sources believed to be reliable for informational purposes only. HVA does not endorse or approve, and assumes no responsibility for, the content, accuracy or completeness of the information presented.
