Investments  

Guide to building a multi-asset income portfolio

  • Describe how higher bond yields impact income portfolio construction
  • Explain how longevity risk impacts asset allocation within a portfolio
  • Describe how alternative income assets perform in different market conditions
CPD
Approx.60min
Guide to building a multi-asset income portfolio
Photo: JuliaMois/Envato 

Introduction

By David Thorpe

After a decade in which yield was hard to come by, the market conditions of the past year have made life a little easier for those investors who have income as a priority.

But advisers constructing a portfolio for such clients also face the challenge of longevity risk, as people are living longer in retirement.

This guide, which comes with 60 minutes of CPD, will explore all of these issues and more. 

In this guide

CPD
Approx.60min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. In section one, which portfolio construction strategy does Fahad Kamal say has returned to favour?

  2. In section one, what level of income does Eugene Philalithis say is easier to achieve now?

  3. In section two, what does Guillaume Paillat say investors should avoid being fixated upon?

  4. In section two, what does David Coombs say investors were forced to do as a result of low bond yields?

  5. In section three, which part of the bond market does Hassan expect to be particularly challenged in 2023?

  6. In section four, what does James Sullivan say fuelled the growth of alternative asset classes in recent years?

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • Describe how higher bond yields impact income portfolio construction
  • Explain how longevity risk impacts asset allocation within a portfolio
  • Describe how alternative income assets perform in different market conditions

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