The equities piece of the post-retirement puzzle

2011 Conference - Due Diligence Forum |  Colonial First State |  25 August 2011

What are the key considerations when addressing equities in a retiree’s portfolio? How important are dividends and franking credits? How do you reduce volatility without sacrificing income and returns? This Due Diligence Forum Research Paper, presented at the 2011 PortfolioConstruction Forum Conference, explores the three most common post-retirement issues - income generation, capital preservation and longevity - and argues that an equities allocation can be modified to ...