Investing in Retirement is Different
Module 3: Building and Modelling Retirement Portfolios

Learn how next-gen stochastic modelling tools can help advisers construct and evaluate high confidence retirement portfolios.

*Investfit has now rebranded to OpenMarkets Advice

Presented by

James Claridge, OpenMarkets Advice
Tim Dowling, Research Relationship Manager, Allianz Retire+

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Adviser Resources

  • Presentation


    Download a copy of the
    presentation

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  • Retirement Portfolio Illustration Tool

    Run over a thousand simulations at chosen levels of volatility and confidence.

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  • Increase Confidence in Retirement

    Planning to higher confidence levels can result in safer and more robust financial plans.

    READ ARTICLE
  • The Flaw of Averages


    Retirees don't want 50-50 odds. They want to know that their money will last

    READ ARTICLE

Investing in Retirement is Different
webinar series

  • Module 1
    Retirement Risks and Challenges

    Sequencing risk, low yields, low growth and longer life expectancies. What are the risks in retirement and how do you manage them to avoid costly consequences?

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  • Module 2
    Building Portfolios for Retirees

    Retirement portfolios need to address the unique risks of retirement. How do you provide exposure to growth assets while ensuring retirement savings last?

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  • Module 4
    Retirement Tools and Solutions

    Not all retirement solutions are created equal. We look at some of the solutions available and which may be more appropriate for today’s conditions.

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