Best asset allocation during retirement
[PDF File]Asset Allocation Strategies During Retirement
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Asset Allocation Strategies During Retirement Jim Otar People accumulate money during their working years for retirement, usually in a portfolio of investments. We call these “Accumulation” portfolios. After retirement, if periodic income is required from these savings, we call these portfolios “Distribution” portfolios.
[PDF File]The Best Asset Allocation for Retirees - Advisor Perspectives
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Apr 21, 2015 · allocation of 60% that decreases by 1% each year during retirement. The constant glide path has a constant 45% equity allocation throughout retirement. The increasing glide path has an initial equity allocation of 30% that increases 1% per year in retirement. The fixed-income portion of the portfolio is assumed to be 75% bonds and 25% bills.
[PDF File]Pension Investing: Fundamentals and Best Practices
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Why Asset Allocation Matters ... Pension Investing: Fundamentals and Best Practices offers a unique perspective, however, and one that ... Pension Investing: Fundamentals and Best Practices builds upon the work of individ-uals with many years of experience in the field. Above all, the book benefits from
[PDF File]BEST PRACTICE - Government Finance Officers Association
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most significant is usually investment return. It is recommended that retirement systems periodically conduct asset-liability studies for use in reviewing their asset allocation policies. (See GFOA’s Best Practice, Asset Allocation Guidance for Defined Benefit Plans, 2009). 3. Managing investment returns long term. Because the investment ...
[PDF File]Rethinking post-retirement asset allocation
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retirement asset allocation and how investors can use an equity income strategy to improve income and returns with less risk. This paper finds that utilising a simple hedging strategy over the retirement equities allocation can improve the length of time the equities allocation can support a given amount of inflation adjusted
[PDF File]Retirement is coming
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to review your optimal asset allocation based on your portfolio, financial/personal goals, estimated life expectancy and attitude toward risk. Spending stages during retirement Let’s assume there are three broad — sometimes overlapping — spending stages of retirement: Active retirement years Slowing down Less active years
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