People are living longer, more active later lives that require sustainable levels of income. How can advisers help them make the right trade-off between income and risk, especially in a late-cycle environment?
In this video, the second in a three-part series, Helen Bradshaw of Quilter Investors explains how her multi-asset experience helped her build a risk-targeted approach that incorporates income bright spots while diversifying across multiple dimensions of region, asset class and investment style.
Watch the first part of the series here and look out for the final part in Professional Adviser's upcoming newsletters.
For more information on Quilter Investors Monthly Income; Quilter Investors Monthly Income & Growth click on the button below.
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Advisers need to target more risk-transparent incomes