Copia 'first DFM' to launch specialist decumulation portfolios

‘Exciting solution for advisers’

Hannah Godfrey
clock • 2 min read

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 to help advisers build up a picture of how much money can be reasonably drawn down from a retirement portfolio over a number of years while keeping in mind a client's individual level of risk. Copia said the retirement income portfolios were designed to mitigate the risk of a client running out of money, taking into account sequencing, longevity, interest rate and inflation risks. It add...

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