Jacki Ellis, Chris Plater, Charles Wu: Running a decumulation portfolio

Dispersion of opinion remains alive and well on the topic of how best to approach accumulation vs decumulation investing, but how different are these two regimes in reality? What does a decumulation investment process look like?  Furthermore, what does a decumulation process look like in a defined contribution regime, and in a guaranteed regime?  What are the perils, the assumptions, and the impossibilities, all of which need to be balanced? This is a practitioner’s discussion on the realities of running a portfolio with structural decumulation.

Speakers: Charles Wu, deputy chief investment officer and general manager DC investments, State Super, Chris Plater, chief executive and chief investment officer, Life, Challenger and Jacki Ellis, portfolio manager retirement strategies, First State Super

Moderator: David Bell, executive director, The Conexus Institute

Length: 33 mins

Sponsored Content

Leave a Comment

Sampension: Why there are many reasons to be optimistic

Sampension: Why there are many reasons to be optimistic

Now is not the time to reduce risk, argues Henrik Olejasz Larsen, chief investment officer of Sampension, Denmark’s $50 billion pension fund for public and private sector employees. In an interview with Top1000funds.com, he says corporate profits have not deteriorated, and although the market has been tested from multiple directions, the underlying optimism driving equities is strong enough to overrule the negative impact of geopolitical risk.

Sort content by

GIC, OPTrust on how TPA reshapes allocation process, accountability

Long-time practitioners of the total portfolio approach said one of its greatest advantages is that the investment team can make significant asset allocation at its discretion, as interest towards adopting the framework picks up among asset owners to handle more complex decision-making. At FIS Singapore, GIC and OPTrust unpack the governance and risk culture to enable it.

Why game theory falls short in AI-driven trading market

The rise of artificial intelligence-driven trading has raised questions about the possibility of algorithmic investors crowding into many of the same ideas and amplifying stress during times of volatility. Nanyang Technological University computer science professor Bo An explores the question at FIS Singapore.

Why active management matters in emerging markets

The emerging markets are a great way to access the AI thematic without buying into expensive US large caps, but their nuances demand local active management if investors want to unlock their rewards.

Photo gallery: FIS 2026 at Raffles Singapore

mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

Asian private credit shines as US, European covenants weaken

As covenants in US and European private credit become weakened from an increasing flow of lending capital, asset allocators and managers are eyeing Asia as the next frontier due to its relatively untapped yet sizable market. At FIS Singapore, investors unpacked the region's complexity premium and why a local approach is essential.

Why China thinks it will lead the next industrial revolution

While China was mainly a beneficiary rather than a participant of previous industrial revolutions, it now believes it can lead the next one, and the US will have to work hard to catch up to its extraordinary capacity and speed for development.

Previous