by Shelley Racine
2017 10 09 VideoCapture
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Retirement Portfolio Resilience Perspective

Category: Historical Investment Framework

Primary Pillar: Retirement Portfolio Construction

Supporting Pillars: Risk Pricing Discipline • Resilience Across Market Environments

This presentation and accompanying video introduce the investment philosophy and portfolio construction principles that underpin Gyrostat's approach to managing equity market risk through embedded downside protection.

Viewed through today's Retirement Portfolio Resilience Framework, the enduring principle is the construction of resilient portfolios that combine long-term growth assets with complementary protection strategies to reduce dependence on favourable market conditions. While the investment terminology reflects the market environment of the time, the underlying philosophy of disciplined portfolio construction, permanent protection and resilience across changing market conditions remains central to the evolution of Retirement Portfolio Resilience.

This historical presentation forms part of Gyrostat's broader body of research, educational resources and portfolio construction developments that contributed to the Retirement Portfolio Resilience Framework.

Current state of the market:  “Incredible risks yet bullish trend persists”  
 
Investment features:
 
•Protection always in place with upside  (participate in the upside in rising market)
•Make money in changing markets (prefer more volatile conditions, especially if large ‘one off’ market falls)
•Proven strategy over 7 years – our innovation is the investment risk management of equities
•An Absolute return Income Equity fund  is a conservative asset with the potential for capital growth in rising and falling markets

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