Search Results | Showing 61 - 70 of 199 results for "Longevity risk" |
| | | ... and is expecting to see strong interest from advisers in these products as customers increasingly seek to address longevity risk." He added that CFS will continue evolving its strategies as new products come to market, while also gaining a greater understanding ... |
| | | | A boutique global equity asset manager has partnered with Bennelong to launch its flagship fund to retail investors, having previously operated in the wholesale and institutional markets. Wheelhouse Partners' Wheelhouse Global Equity Income Fund has ... |
| | | | ... and is expecting to see strong interest from advisers in these products as customers increasingly seek to address longevity risk. Supporting this, adviser feedback has been incorporated into the development of deferred lifetime annuities (DLAs) to guarantee ... |
| | | | ... sequencing risk, exit strategies for SMEs, maximising welfare entitlements, strategies for avoiding financial abuse and longevity risk, Sinclair said. "This need is going to increase drastically as more and more Baby Boomer workers and business owners ... |
| | | | ... this approach is that the large cash allocation may lead to retirees missing out on future returns, increasing longevity risk. Addressing these concerns, the Vertium Equity Income Fund - which Teh described as "the first triple-objective fund launched ... |
| | | | ... that wish to draw down a low percentage of their assets, have other sources of income, or are not concerned about longevity risk, a similar improvement could also be achieved through account-based pensions with the assistance of better advice tools," ... |
| | | | ... retirement because they fear outliving their savings. There is a need for products that more efficiently manage longevity risk, providing retirees with better standards of living in retirement," Lyon said. "There is significant public interest in ensuring ... |
| | | | ... (SMA) has debuted on the HUB24 platform. The Legg Mason Martin Currie Equity Income Strategy addresses retiree longevity risk and avoids the need to draw down on capital through retirement, according to Martin Currie chief investment officer Reece Birtles. ... |
| | | | ... dependable income stream from their investment portfolio, but want to avoid eating into their capital as they manage longevity risk," Hamson said. "In this context, PL8 solves a common investor problem, and does so in an easily accessible product that ... |
| | | | ... provides great income from day one - irrespective of any longevity aspect. Secondly, investors are protected from longevity risk, and with 44% of men and 55% of women expected to live past 90 that's a good thing," Knox added. "Thirdly, returns are strong ... |
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