Defaqto Income and Drawdown virtual events. Part 4 - UBS presentation

Presented by

Stephen Friel, CAIA Investment Specialist, Investment Solutions EMEAA, Nick Webb Executive Director UBS Asset Management

About this talk

Income Investing in 2021 Learning objectives: To explain the challenges that dividend cuts presents to your client’s portfolio To describe how a smoothed monthly Income policy can provide a positive client outcome To explain how a traditional 60/40 portfolio provides the returns required for a unit encashment income policy To describe what Alternative Investments can offer in an Income portfolio

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