Copia 'first DFM' to launch specialist decumulation portfolios

‘Exciting solution for advisers’

Hannah Godfrey
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 Henry Cobbe: “Decumulation is very different from accumulation. It has different objectives, different risks and requires a different investment approach."
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Henry Cobbe: “Decumulation is very different from accumulation. It has different objectives, different risks and requires a different investment approach."

Copia Capital Management has launched a range of managed portfolios that use Blackrock's iShares exchange-traded funds [ETFs] and are purpose-built for the decumulation phase of retirement planning.

The portfolios take into account a client's risk tolerance, planned withdrawal rate and time horizon - essentially their life expectancy. The three functions are intended to work together in an effort...

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