Smoother Sailing: Private Markets as a Stabilizer for DC Portfolios

Retourner
Cover

Schroders’ latest analysis highlights how incorporating private markets into defined contribution (DC) schemes can enhance long-term returns while reducing portfolio volatility.

  • A 10% allocation to a multi-asset long-term asset fund (LTAF) boosted projected retirement income by £2,200 annually, while cutting drawdowns by 10–13% during recent crises.

  • Private markets offer diversification, low correlation with public assets, and access to illiquidity and complexity premia, improving portfolio resilience.

  • Smoothing volatility supports member confidence and engagement, mitigating poor decision-making during market stress.

How could a strategic allocation to private assets reshape DC retirement outcomes? Explore the full report for detailed insights.

Continuer la lecture de cet article ?

Inscrivez-vous gratuitement et obtenez un accès complet :
  • Exclusif pour les investisseurs professionnels
  • Annulez à tout moment
  • Accès illimité

L’inscription prend moins d’une minute.
Aucune information de paiement requise