Pension-Style Investing
As an investor, you need to know your portfolio management team is using a prudent approach to both grow and protect your retirement assets.
In order to best achieve these concurrent, yet opposing goals, the management of your retirement assets should employ a similar investment style to a pension.
Why?
Because essential to successful pension management is the ability to grow the pool of assets over the long-term while simultaneously protecting on the down side when markets go awry.
Pension Managers - professional investors whom manage corporate and government pension funds, endowments and foundations for institutional clients requiring a disciplined investment approach and performance – achieve these goals in three ways:
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By maintaining a geographically diversified and balanced investment portfolio through a broad spectrum of traditional and alternative asset classes, such as global real estate.
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By establishing target percentages for each asset class and industry sector, and, preserving a tight range around those targets.
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By incrementally engaging changes in their portfolios over time, thus avoiding the pitfall of speculative moves.
Pension-style investing is designed to provide strong returns, using a consistent and disciplined investment approach. It is certainly not exciting in the short term, but over the long term it can be very rewarding.
Parkhouse Financial engages established, global investment management firms in order to provide a pension-style investment approach to your Retirement Roadmap.
Visit Retirement Solutions for specific retirement planning strategies that may help bring your ideal retirement vision to life.