Stable and rising investment returns through the market cycle with higher income than cash and term deposits.
Existing risk management approaches for the post retirement phase do not deliver stable and rising investment returns through the market cycle, with higher income than cash and term deposits.
To achieve this objective requires a risk-return profile at all times to participate in share price upside with minimal investment capital at risk (“hockey stick” pay-off).
A brief summary of existing risk management techniques, and acknowledge deficiencies is detailed in the attached report.
