All investors face two main challenges as they approach the end of the accumulation phase of their lives – they have more capital at risk and their investment horizon is always shortening as they get closer to retirement. This is where objective-based investing comes into play.
With its genesis in the aftermath of the GFC, an objective-based strategy can help investors smooth out market risk and ride out volatility, all the while staying the course for the long term.
In the video below, Kej Somaia, Senior Portfolio Manager Multi-Asset Solutions, explains the many advantages of having an objective-based multi-asset portfolio, which includes always being prepared for any kind of market correction.
Learn more about how an objective-based strategy can give investors "anything they want, just not everything they want".
Always be prepared for a market correction
Markets aren’t static, so why should your asset allocation be?
Kej runs an objective-based approach to investing that combines the benefits of long-term asset allocation with dynamic short-term tilts to enhance returns and abate risks.
References to “we” or “us” are references to Colonial First State Global Asset Management (CFSGAM) a member of MUFG, a global financial group. CFSGAM includes a number of entities in different jurisdictions, operating in Australia as CFSGAM and as First State Investments (FSI) elsewhere. Past performance is not a reliable indicator of future performance. Reference to specific securities (if any) is included for the purpose of illustration only and should not be construed as a recommendation to buy or sell. Reference to such securities or the names of any company are merely to explain the investment strategy and should not be construed as investment advice or a recommendation to invest in any of those companies. Neither MUFG nor any of its subsidiaries are responsible for any statement or information contained in this document. Neither the MUFG Group nor any of its subsidiaries guarantee the performance of any securities or companies mentioned herein or the repayment of capital in relation to such securities or companies. Investments in such securities are not deposits or other liabilities of the MUFG Group or its subsidiaries, and such investments are subject to investment risk, including loss of income and capital invested.