Retirement Funds

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  • Investment strategy
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A major objective of retirement funds is to preserve the purchasing power of their investment portfolios. In addition, given the long term investment horizon of retirement funds, some equity exposure is definitely beneficial. Thus a higher yield strategy would be more appropriate for retirement funds.

Professional Management of retirement and endowment funds is necessary to preserve the value of employee contributions and to provide a real rate of return.

Our investment advisory desk works with the Trustees of retirement / endowment funds to deliver consistent performance with a view to balancing the portfolio and manage risk versus reward effectively.

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