It’s well understood that people face critical financial challenges as they approach retirement. While it’s unclear if the volatility in markets is here to stay, it is clear clients’ need for income will remain paramount.
Join IML’s and Natixis Investment Managers for a private lunch to uncover the fresh risks facing current and coming generations of retirees; as well as solutions to deliver better client outcomes.
Pulling on global and Australian-specific data from the long-running Natixis Global Retirement Index, discover what clients are really thinking about their financial futures and the risks income investors face in this changed environment.
Michael O'Neill, IML co-portfolio manager, will also discuss the flexible approach employed by the IML Equity Income Fund to deliver tax-effective income through varying market conditions.
IML co-portfolio manager Tuan Luu will discuss how the IML Private Portfolio Fund provides capital preservation and positive returns through the cycle, with the majority of this paid to clients as tax effective income.
The event is designed to be interactive and give you the opportunity to ask questions and discuss these topics in detail.
