There is huge variety in retirement income strategies. This paper introduces "longevity risk aversion" and its impact on safe withdrawal rates.

Towers Watson's compendium of insights into global equity investing contains useful insights about issues many portfolio construction practitioners face every day.

In recent months, we've highlighted one school of research on funding retirement income, being the sustainable withdrawal rate approach. This paper takes a different approach.

It's the eternal debate - can active management outperform? Two recent reports offer some interesting insights into the issue.

A new research paper looks specifically at withdrawal rates in the Australian context, confirming the legislated minimums for account-based pensions are much too high.

In a new format for Markets Summit 2014, delegates took the role of CIO for the day, as the 18 strong presenter faculty made the case for their highest conviction insights.

William Bengen established the 4% rule - and showed a higher exposure to equities was better for retirement portfolios.

Is the simplest smart beta approach just repackaging old investment ideas in higher fee structures?

Predictability of asset returns is one of the most important issues in finance. This year's Nobel Prize in Economic Sciences was shared by three pioneers in the field.

This article contends that some arguments used to validate alternative indexing can be easily proven false.

The term "smart beta" is comparatively new but the idea of using alternative methods to construct investable indices has been around a long time. Does it actually work?

This article, and DFA's silence, prompted a storm of response - and contributes to understanding the "science" of portfolio construction.

The history of good sovereigns defaulting is a rich one, going back to the Middle Ages and Renaissance period. What could replace US Treasuries as the risk free asset?

There are valuable lessons in this paper by an adviser who embraced the lifecycle investing approach.

Defining failure of a retirement investment strategy as the chance of running out of money in retirement leads us to try to minimise this risk. Is it the right approach?

One of the few studies on sequencing risk that is based on Australian data, it finds that the widely accepted retirement risk zone rule of thumb is quite wrong for local conditions.

This paper is a valuable addition to research on safe withdrawal rates for retirement portfolios, finding the 4% safe withdrawal rate may not be so safe in today's conditions.

The findings of this paper suggest that legislated minimum pension withdrawal rates may be too high and lead retirees to run out of money sooner than planned.

This recent research paper challenges the usual risk parity approach to asset allocation.

This paper may provide the missing theoretical basis to why risk parity works - a key step forward to it being accepted as a valid approach to asset allocation.