Sensitivity of
Safe Withdrawal Rates

Thank you for your interest in our whitepaper: Sensitivity of Safe Withdrawal Rates (SWRs) to Longevity, Market and Failure Risk Preferences with Implications for Asset Allocation.
With this 25-page paper, we hope to arm thoughtful Advisors, Consultants, and CIOs with a thorough structure for understanding the levers of retirement income risk. With markets near cyclical peaks, there is no better time to consider the sources of investment risk and return, and how global tactical portfolio strategies might be used to generate stable withdrawals over extended periods of time.

In our paper we cover:

• Why the primary method used in retirement income research – Monte Carlo Analysis – is fundamentally flawed and how Aftcasting provides a superior testing framework.
• The 4 “Levers of Retirement Risk” and which ones are actually worth pulling.
• Why the “4% Rule” is rubbish, and why today’s retirees shouldn’t expect SWRs above 2-3%.
• How retirees might dramatically improve their outcomes with global tactical strategies.

Simply fill out the form to the right to download the report immediately