Posts tagged as ldi

11 Dec 2009

Drawdown Master Class

In anticipation of an article in FTfm placing our investment approach in the context of the application of ‘liability-driven’ investing to private wealth, we are posting this master class on drawing down capital in retirement.

read more Commentary by Stuart Fowler
06 Oct 2009

Smart pensions: actions to improve retirement outcomes

The latest in our retirement seminar series challenges much lazy thinking and conflicted advice about pensions to reveal a smarter framework for decision making, as part of an overall retirement goal.

read more Events by Joe Clark
04 Oct 2009

Academic endorsement for outcomes-driven investment

EDHEC Business School’s model of how Liability Driven Investment should be applied to individual investment goals looks remarkably like ours!

read more Commentary by Stuart Fowler
28 Sep 2009

Anatomy of a bear

We describe our asset allocation changes and performance from December 2007 to August 2009. The returns themselves are quite impressive. How did this come about, if we knew we did not know what was going to happen in the short term?

read more Insights by Stuart Fowler
01 Aug 2009

Integrating financial planning and investment management

Insights from ‘outcomes-driven’ investment practice
1st September 2009, IFP London Meeting
Presentation given by Stuart Fowler

read more Events by Joe Clark
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