During the accumulation phase of the financial lifecycle, while investors are saving money for retirement, their portfolio is growing, and the concept of portfolio longevity is quite meaningless. Eventually though, peak-wealth is achieved. The portfolio then begins its natural and programmed decline as cash-flow withdrawals exceed investment gains. Measuring, managing and monitoring portfolio longevity effectively is critical to ensure it exceeds human longevity.

Presentation   Filmed May 2019 (30 mins)