Jacqui Lennon: Understanding the flaw of averages

What does the ‘average’ retiree look like? What experiences does the ‘average’ retirement provide? What’s the ‘average’ return needed to fund an ‘average’ retirement? How long does the ‘average’ retiree live? What is the reality of planning for the average? This session discusses individualised retirement advice and appropriate strategies.

Speaker: Jacqui Lennon, head of product and customer experience, Allianz Retire+

Facilitator: Matt Smith, director of retail content, Conexus Financial

Length: 30 mins

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Beyond asset classes: Active credit becomes the test case for Florida’s portfolio evolution

Beyond asset classes: Active credit becomes the test case for Florida’s portfolio evolution

Florida State Board of Administration has built an active credit portfolio spanning public and private markets, CIO Lamar Taylor says the initiative could be the first step in a broader shift away from traditional asset-class investing towards a framework centred on return drivers and risk exposures.

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