2020 09 Gyrations Cover Capture

Retirement Portfolio Resilience Perspective

Primary Pillar: Retirement Portfolio Construction

Supporting Pillars: Risk Pricing Discipline • Sequencing Risk Awareness

This article examines how resilient portfolio construction can help investors reduce drawdown risk, increase income and address sequencing risk through embedded downside protection.

It explains why uncertainty should be addressed through portfolio design rather than market prediction, using permanent protection, disciplined risk management and diversified sources of return to strengthen portfolio resilience. Although written before the Retirement Portfolio Resilience Framework was formally articulated, the article establishes many of the enduring principles that would later define Gyrostat's philosophy of helping investors remain financially and emotionally invested throughout their retirement journey, regardless of the path markets take.

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

This month

Manage uncertainty through portfolio design       

Portfolio construction checklist                           

Why Gyrostat?                                                       

Outlook:                                                           

Volatility by the numbers                                   

What the experts are saying                               

Macroeconomic                                                 

What we are reading                                         

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