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Showing 41 - 50 of 57 results for "Decumulation"

Oxford University assisting Aussie advisers

JAMIE WILLIAMSON  |  FRIDAY, 28 APR 2017
... of Oxford founded in 2002, and offers a range of risk profiling solutions for the financial markets, including a decumulation specific risk profiler focused on investors seeking to draw-down from investments rather than grow wealth.

Divestment could reach $50bn in five years

ALEX DUNNIN  |  TUESDAY, 11 AUG 2015
... people joining a superannuation fund today may be in their fund for up to 70 years if you include their retirement decumulation phase, time horizons this long are not as unreal as they initially seem. The flipside is that companies seeking to raise capital ...

FEATURE: Defending wealth

STAFF WRITER  |  TUESDAY, 9 JUN 2015
... you get market correction and you're overexposed to equities it can be a very bad thing." When investors approach decumulation, Howes advocates what he calls an "income layering" approach. This balances an investor's basic retirement objectives - which ...

AMP to launch zero tax equities income fund

JAMES FERNYHOUGH  |  THURSDAY, 12 SEP 2013
... hunters are still locked in by the 45-day franking credit rule. As the population ages, and the pool of money in the decumulation phase increases, funds such as this are likely to become more popular. Australia's high dividend-paying companies, coupled ...

Mercer gives taster of MySuper product

JAMES FERNYHOUGH  |  WEDNESDAY, 28 AUG 2013
... balances do not pay as high a percentage towards management fees. Mathers said this means those in or nearing the decumulation phase, on cheaper, more defensive investment schemes, will not subsidise younger members at the more expensive, active stage ...

Advisers warned: take sequencing risk seriously

JAMES FERNYHOUGH  |  WEDNESDAY, 31 JUL 2013
... must do better," Drew said. Drew said sequencing risk is typically thought of as a risk that only occurs during the decumulation phase, but this is wrong. "What I'm here to suggest strongly is that sequencing risk actually is alive and well through the ...

Super is working but needs to evolve: ASFA

ALEX DUNNIN, JAMES FERNYHOUGH  |  TUESDAY, 4 JUN 2013
... major transition as it shifts from being primarily focused on pre-retirement accumulation towards post-retirement decumulation. "This will shift the focus to managing longevity risk and funding aged care," said Ian Harper, the report's author. Pauline ...

CFSGAM inflation plus fund targets post-retirement market

MARK SMITH  |  WEDNESDAY, 20 FEB 2013
... securing sufficient funds for a comfortable retirement. We believe this investment solution fits nicely into the decumulation phase of a targeted benefit retirement system" Kocourek added.

40% of super funds gone by 2020:CoreData

BEN COLLINS  |  TUESDAY, 7 AUG 2012
... "The most transformational change confronting the industry between now and 2020 is the shift from accumulation to decumulation of the Baby Boomer generation," she said. "The battle for growth will be focused around post-retirement innovation and products ...

Low cost pensions to shake-up UK market

ALEX DUNNIN  |  TUESDAY, 22 MAY 2012
... costs. If these low cost UK pension schemes gain a foothold, their accumulation structure supplemented by annuity decumulation facilities could become a model for Australian MySuper funds wanting to integrate low cost retirement annuity features.