A key feature of the No Monkey Business investment approach, horizon matching, has been critical to protecting clients against adverse consequences of a bear market. Failure to match investment risks to time horizons for the money creates a linkage between investment portfolios and household cash flows that can and should be avoided.
read more Insights by Stuart FowlerWednesday 8th October 2008
The Chartered Financial Analyst Society, The Weaver Suite, 90 Basinghall Street, London, EC2V 5AY
6.15pm for 6.30 start
Tuesday 30th September 2008
London School of Economics, The Vera Ansty Room, Houghton Street, Londom, WC2A 2AE
6.15pm for 6.30 start
Stuart Fowler and Joseph Clark
Retirees want to know how much they can draw from their capital to meet their lifetime spending, confident they will not spend too little or run out of money. Trustees need to know how much investment income to target so as to balance equitably the needs of income and capital beneficiaries. Divorcees want to know how much spending a clean break settlement will safely sustain. Philanthropic families want to know how much they can safely give away without risk to their own lifetime well-being, which means their own needs have to be planned first.
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