<abstract xmlns="http://www.w3.org/1999/xhtml">

<p>This study aims to quantify the role of equity holdings in the asset portfolios of baby boomers over the accumulation and consolidation life cycle phases, and characteristics of baby boomer households that hold equities. The results did not confirm the hypothesis that baby boomer households have increased direct equity ownership in the consolidation phase and it is likely that the global financial crisis (GFC) reduced baby boomer household investment in equities. It may be of comfort to policy makers that baby boomer households are not at peak levels of equity market volatility exposure in this important pre-retirement consolidation phase.</p>
</abstract>

This study aims to quantify the role of equity holdings in the asset portfolios of baby boomers over the accumulation and consolidation life cycle phases, and characteristics of baby boomer households that hold equities. The results did not confirm the hypothesis that baby boomer households have increased direct equity ownership in the consolidation phase and it is likely that the global financial crisis (GFC) reduced baby boomer household investment in equities. It may be of comfort to policy makers that baby boomer households are not at peak levels of equity market volatility exposure in this important pre-retirement consolidation phase.

Equity Holdings of Australian Baby Boomers-Comparing Life Cycle Phases

Financial Planning Research Journal

This work is licensed under the Creative Commons Attribution 4.0 International License.

{"article-title":"Equity Holdings of Australian Baby Boomers-Comparing Life Cycle Phases"}

This study aims to quantify the role of equity holdings in the asset portfolios of baby boomers over the accumulation and consolidation life cycle phases, and...

Equity Holdings of Australian Baby Boomers-Comparing Life Cycle Phases

Publié en ligne: 19 mars 2024

Pages: 87 - 109

Reçu: 08 mai 2017

Accepté: 30 juil. 2017

DOI: https://doi.org/10.2478/fprj-2017-0010

© 2017 Tracey West, published by Sciendo

This work is licensed under the Creative Commons Attribution 4.0 International License.