Matching a client's risk appetite, diversification, asset allocation and using multi-asset funds in retirement planning are all subjects addressed by RLAM head of multi-asset Trevor Greetham in Professional Adviser's series of five short video interviews, all of which can now be accessed from the same place here.
In Multi-asset in retirement planning, Greetham argues pension freedom and the removal of the requirement to buy an annuity means "planning for retirement now means planning through retirement". "Income is a bit of a charged word," he adds. "To me income in retirement is money you can spend. It is not necessarily ‘natural income' generated from a high-yield bond or a high-yield equity - it is best thought of as ‘drawdown'." In Grading multi-asset portfolios to match risk appetite, Greetham puts forward the view multi-asset investing should be about achieving the best return for a client'...
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