How to utilise cashflow driven investments in pension portfolios
- 01 October 2021 (5 min read)
Watch the replay of our recent masterclass on how to utilise cashflow driven investments in pension portfolios
In a low rate environment, more investors are looking beyond buy and maintain credit to alternative income as a source of risk and return.
AXA IM’s Head of Fixed Income Portfolio Solutions, Sebastien Proffit, joins a panel of experts to discuss Cashflow Driven Investing (CDI):
1. How can schemes “add more CDI” to their pension portfolios ?
2. How credit has been underutilised and how investors can widen their horizons to benefit from CDI ?
3. Is climate friendly and sustainable CDI a must-have or a nice-to-have? The experts discuss CDI and the climate transition ?
Investments involve risks including loss of capital
What is cashflow driven investing (CDI)?
Cashflow driven investing is a long-term approach that seeks to help schemes increase their ability to meet their future cashflow requirements and their funding objectives.
Find out moreNot for retail distribution
This communication is intended exclusively for Professional, Institutional, Qualified or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly.
This promotional communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.
Due to its simplification, this communication is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision. Information concerning portfolio holdings and sector allocation is subject to change and, unless otherwise noted herein, is representative of the target portfolio for the investment strategy described herein and does not reflect an actual account.
Risk Warning
The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested.