Combining traditional investment portfolios and guaranteed income in a holistic way can yield a better outcome than an approach which simply bolts the two together; by thoughtfully considering both components and how they complement one another upfront, a solution can be created that is greater than the sum of its parts.
The below brochure illustrates our framework for considering and combining the two components. It should become clear through these illustrations that the problem is a complex one, with several – often competing – objectives at play. Our framework aims to simplify as much as possible while balancing these various objectives.
The specific goal of this analysis is to have very high probability of success (defined as maintaining high lifetime income) among all the investment solutions being compared, but also increase the likelihood of a strong legacy outcome in the invested portfolio to leave to loved ones.
Explore more in our brochure which includes an analysis of which investment solutions may be suitable for 3 different personas of investors.
The big headlines Q2
In this regular piece, we summarise the key headlines from the quarter that have impacted investment performance. Feel free to download and share it directly with your clients or read our interpretation for further commentary.
Investing in multi-asset funds can manage UK CGT liability following cuts to annual allowance
Learn how multi-asset funds can help manage UK CGT liability and reduce risk in market uncertainty.
June 2024 MPS Market Review
Stocks endured mixed performance in June as US shares resumed their position of global leadership whilst European bourses, rocked by political uncertainty, fell away.
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. Views and opinions are based on current market conditions and are subject to change.
EMEA 3722490
