Meaningful Academy
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2. Investing for Longevity
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Module Overview:
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Lessons in this Module:
Module 2 Intro – IMPORTANT!
Part 1 – Risk Volatility & Timescale
Key risks for investors
Risk Tolerance & Capacity for Loss
Timescale & Risk
Risk Measures
Part 2 – Asset Allocation
Asset Allocation
Investment Returns
Asset Classes
Some Sample Asset Allocations
Part 3 – Identifying the Building Blocks
Active vs Passive investing
Off the shelf portfolio options
Tracker Funds and ETFs
Active Funds
Part 4 – Retirement Investing Theory
Secured & Unsecured Income and Sequence Risk
Keeping Hold of the Levers
Part 5 – The Cashflow Ladder
About the Cashflow Ladder
Wrapper Choice – Does it matter?
Simple Is Best
Part 6 – Building Your Cashflow Ladder
Building the Cashflow Ladder
Investing at the different levels
An Example Cashflow Ladder
Cashflow Ladder: Further Points
Part 7 – Reviewing Your Cashflow Ladder
Defining Success
What measures to measure
The importance of rebalancing
Applying this to the Cashflow Ladder
resources for this module
LINK
Get your risk profile measured
APP
Behavioural risk assessment app - Beam
PDF
Timescale & Risk
PDF
Sample Asset Allocations
PDF
Sector Cheatsheet
LINK
Morningstar Homepage
