InvestmentsMar 21 2023

Guide to building a multi-asset income portfolio

pfs-logo
cisi-logo
CPD
Approx.60min
  • Describe how higher bond yields impact income portfolio construction
  • Explain how longevity risk impacts asset allocation within a portfolio
  • Describe how alternative income assets perform in different market conditions

Guide to building a multi-asset income portfolio

  • Describe how higher bond yields impact income portfolio construction
  • Explain how longevity risk impacts asset allocation within a portfolio
  • Describe how alternative income assets perform in different market conditions
pfs-logo
cisi-logo
CPD
Approx.60min
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Introduction

By David Thorpe
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After a decade in which yield was hard to come by, the market conditions of the past year have made life a little easier for those investors who have income as a priority.

But advisers constructing a portfolio for such clients also face the challenge of longevity risk, as people are living longer in retirement.

This guide, which comes with 60 minutes of CPD, will explore all of these issues and more.