IOOF Research Webinar
Redefining Defensive Assets
In what is already a challenging market environment, retirees are required to take on more risk than ever before to achieve their desired level of income.
So too are traditional portfolio construction methods, prompting Financial Advisers to explore alternative defensive investment levers and approaches.
Hear from Matt Olsen and Tim Dowling as they discuss the income and growth challenges faced by retirees and how a new defensive alternative can help achieve better outcomes for your clients.
View the full webinar recording
Matt Olsen, Head of Research and Retirement Income, IOOF
Tim Dowling, Investment Specialist, Allianz Retire+
Access Key Themes
What problem are we solving for?
How and when to implement Future Safe
Case study 1 - Bucketing
Case study 2 - Emotional Response
Business Development Team