Despite the popularity of index investing, the survey found that investors’ expectations more closely align with active versus passive strategies. They also seem more discerning about this type of investing and expect to receive pure active management for fees paid. Sixty-five percent, it said, believe it is important for their investments to give them a chance to beat the benchmark for the asset class. And 69 percent said it is important to have the ability to take advantage of short-term market movements.
Another key finding of the report revealed that investors are more conservative beyond market risks. When asked about their biggest financial fears they face in 2019, nearly half (49 percent) said a large unexpected expense along with healthcare costs (also 49 percent). Thirty-nine percent worry about taxes, 35 percent worry about maintaining their standard of living, and 26 percent said not having enough money to save.