by Shelley Racine
2020 02 29 Presentation

Retirement Portfolio Resilience Perspective

Primary Pillar: Retirement Portfolio Construction

Supporting Pillars: Sequencing Risk Awareness • Risk Pricing Discipline

This presentation examines how portfolio construction can address sequencing risk through embedded downside protection, disciplined risk management and resilient investment architecture.

It explains why retirement portfolios benefit from incorporating complementary portfolio functions that reduce vulnerability to major market declines while maintaining participation in long-term wealth creation. Viewed through today's Retirement Portfolio Resilience Framework, the presentation reflects Gyrostat's enduring philosophy of constructing portfolios that help investors remain financially and emotionally invested throughout their retirement journey, regardless of the path markets take.

This Corporate Presentation forms part of a broader body of research, educational articles and practical insights organised through the Retirement Portfolio Resilience Framework.

Have you addressed sequencing risk (large losses from major market falls) using your defensive assets?
- Highly defensive 'hard' protection always in place: Max draw-down -2.2% in any circumstances for 36 quarters
- Track record of returns increasing with market volatility: 1M + 3.27% 12M + 8.26% Inception: + 52.58%

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