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

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Hewison departure will open door to ‘fresh voice, ideas, enthusiasm’

Hewison departure will open door to ‘fresh voice, ideas, enthusiasm’

Second-generation Hewison Private Wealth managing director Andrew Hewison tells Professional Planner there will be no changes to the business and no clients will be affected as a result of Pemba Capital Partners’ investment, followed by his departure at the end of the year.

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