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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Quilter Investors Monthly Income Portfolio and Quilter Investors Monthly Income and Growth Portfolio ("the Funds") are sub-funds of Quilter Investors Multi-Asset OEIC, an investment company with variable capital incorporated in England and Wales.
Quilter Investors Multi-Asset OEIC is authorised by the Financial Conduct Authority as a non-UCITS retail scheme and can be distributed to the public in the United Kingdom.
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