Hope is not a strategy for retiree clients? | Vertium Asset Management


53% of older Australians are worried about outliving their savings. Added to this concern, on average there has been a significant 10-plus per cent market sell-off every 3.3 years over the past three decades. With the market volatility and investor uncertainty regarding Coronavirus, this concern will probably increase. Post retirement, clients’ objectives and risk factors are very different from when they were accumulating wealth. In this webinar, we’ll explain how an equity strategy can be constructed for retirees that can provide reliable income, while minimising sequencing risk and longevity risk.

Speaker: Jason Teh, Chief Investment Officer, Vertium Asset Management

Please note all webinars are scheduled in Australian Eastern Standard Time (AEST).

  • 11:00 am - 12:00 pm