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What are the problems facing long-term savers and how does a particular asset allocation or investment product help? Without a greater focus on understanding the specific needs of the end saver, Real Assets can be confined to a relatively peripheral role in client portfolios. We observe a 5-10% allocation to Real Assets is fairly typical.
Given that defined benefit pension funds are maturing, do they still have that long-term investment horizon? In our opinion, the answer is typically yes. The investment horizon for a defined benefit pension fund is typically similar to the tenor of Secure Income assets. There is scope to embrace some illiquidity and exploit the attractive additional returns and income offered, rather than exclusively holding high liquid (government bond) assets on a buy-and-hold basis.
In this article, we outline what Secure Income is, what to look for and how to build Secure Income portfolios, including some real-life examples and case studies.
