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Responding to the DC investment challenge - Transition into retirement

The DC saver's journey falls into three phases: growth, when they need reward; stable growth, when there is a balance between risk and reward; and transition to retirement, when they need less risk:

Transition into retirement:

Savers in their later years need safety above all else, but enough growth to combat inflation, so diversification provides a cheap solution

But diversification by asset class may not always provide diversity of risk when, for instance, equities and bonds move together after the same external shock

To provide better protection, investors need to be aware of the economic environment and could benefit from “insurance” using volatility management.
Recorded May 25 2016 2 mins
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Presented by
Ugo Montrucchio, Multi-Asset Fund Manager
Presentation preview: Responding to the DC investment challenge - Transition into retirement
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  • Title: Responding to the DC investment challenge - Transition into retirement
  • Live at: May 25 2016 10:05 am
  • Presented by: Ugo Montrucchio, Multi-Asset Fund Manager
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