Although retirement portfolios are approaching pre-crisis levels, investors still bear scars
from recent economic ups and downs, according to a new survey by SEI.
The majority of advisors surveyed said their clients’ retirement portfolios have largely rebounded, while 10 percent said portfolios have surpassed levels from before the recession.
However, 60 percent said their clients’ biggest worry
continues to be the risk of another major stock market decline, the survey found.
One-third of advisors said they use a “traditional, single 60/40 portfolio strategy” when managing retirement assets, while 54 percent use a strategy known as “bucketing” and 12 percent use annuities to manage retirement assets, the report said.