From cash to investment: nudging investors into action
From cash to investment: nudging investors into action
Even after deciding to open an investment account, many investors sit on cash and fail to put their savings to work. At Vanguard, we call this phenomenon “cash drag”, because it can make it harder for investors to reach their financial goals. The very decision to start investing can make the difference between a comfortable retirement and future financial stress. In this live stream we will help you understand:
Key factors contributing to cash drag and the main barriers preventing investors from taking the next step
The difference between a healthy cash buffer and cash drag
How behavioral nudges can help your clients move from cash to investments
Real-world, measurable outcomes Vanguard achieved by implementing nudges and behavioral design principles on its US platform
Presenters
Investment Strategist, Vanguard
Investment Strategist, Vanguard
Senior Executive, Vanguard
Investment risk information
The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.
Important information
For professional investors only (as defined under the MiFID II Directive) investing for their own account (including management companies (fund of funds) and professional clients investing on behalf of their discretionary clients). Not to be distributed to the public.
The information contained herein is not to be regarded as an offer to buy or sell or the solicitation of any offer to buy or sell securities in any jurisdiction where such an offer or solicitation is against the law, or to anyone to whom it is unlawful to make such an offer or solicitation, or if the person making the offer or solicitation is not qualified to do so. The information does not constitute legal, tax, or investment advice. You must not, therefore, rely on it when making any investment decisions.
The information contained herein is for educational purposes only and is not a recommendation or solicitation to buy or sell investments.
Issued by Vanguard Group (Ireland) Limited which is regulated in Ireland by the Central Bank of Ireland.
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