For more stories like this, sign up for the PLANSPONSOR NEWSDash daily newsletter.
Windham Capital Management to Offer Retirement Income Strategies to Australian Market
October 4, 2011 (PLANSPONSOR.COM) – Windham Capital Management has established a relationship with Apostle Asset Management of Sydney, Australia.
As part of the relationship, Windham’s Retirement Income Portfolio will be offered to Australian investors seeking investment products that meet their needs from asset accumulation through income generation post-retirement.
As Australia faces an aging population and associated longevity risk, as well as downside investment risk and inflation protection concerns, Apostle is seeking new ways to relieve these market pressures, a press release said. “Through our partnership with Windham Capital, we can offer institutional investors asset allocation strategies that help fill gaps for a retirement market now highly focused on risk management, liquidity, fee controls and regular income distribution,” said Karyn West, Managing Director, Apostle Asset Management, in the announcement.
The Windham Retirement Income Portfolio uses proprietary measures to protect against downside risk and invests primarily in ETFs to access the global markets in a highly liquid and efficient manner. Comprised of income-producing assets that adapt to changing market conditions, the portfolio has the dual objectives of high current income and, over medium to longer periods, keeping pace with inflation.
You Might Also Like:
3 New QDIA Recommendations Approved by ERISA Advisory Council
Securing Retirement: 2025 Trends in DC Retirement Income Solutions
DOL Advisory Group Continues Discussion of QDIA Decumulation Guidance
« Majority Believe Recent Market Volatility will Impact Job/Career