|
We write about seven critical issues for a global audience of investment managers, financial advisers and sophisticated individual investors:
- Establishing long-term financial goals (including target income and bequest objectives), and the long-term portfolio return required to achieve them.
- Deciding on the asset classes and uncorrelated alpha strategies to include as possible portfolio investments.
- Developing a methodology for identifying robust asset allocation solutions.
- Applying this methodology to determine long-term asset allocation and rebalancing policies that will maximize the likelihood of achieving this long-term portfolio return under a wide variety of possible future scenarios, subject to constraints on maximum asset class allocations, downside risk and the like. This includes model portfolios for different target real rates of return in AUD, CAD, CHF, EUR, GBP, INR, JPY, and USD.
- Identifying the specific products to use to implement this allocation, and how to divide them between taxable and tax-advantaged accounts so as to maximize after-tax returns.
- Monitoring current asset class valuations and levels of systemic risk, and using political and economic analysis to forecast how they could change in the future, in order to avoid the large losses that occur when asset classes become substantially overvalued and crash.
- New methodologies and approaches for making good decisions in the face of uncertainty.
In Each Issue:
- Year-to-date returns for multiple asset classes and uncorrelated alpha strategies in AUD, CAD, CHF, EUR, GBP, INR, JPY, and USD.
- Current asset class valuation update.
- Updated economic outlook and scenarios, and their implications for future changes in asset class valuations.
- Feature article.
- Letters to the Editor.
- Investment product and strategy notes.
- Model portfolios year-to-date return.
|
Signing up for Retired Investor is fast and easy. Make sure you have the following information available before proceeding:
- Your mailing information
- A valid credit card (Visa or MasterCard only) or promotional information.
- A password (six characters minimum - alpha/numeric)
If you are subscribing with a credit card, you will go through a series of steps where you credit card will be charged for a subscription. Upon successful completion of a transaction, you will be prompted to provide a password and as well as a question and answer that will help us to confirm your identity in case you forget your password. Your email address will be your user ID.
An annual subscription is $195 (US)
If you are signing up as part of a larger group arrangement, the steps will be the same as above except that you will not need to process a credit card transaction. Rather, you will have to enter a valid group code.
To subscribe with a credit card, click here.
If you have a group code, click here.
|
