Diversified mix of growth assets to enable pension portfolio

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Reference no: EM132003634

Application Question

Your client has just retired and spoken to you, their financial planner, about ensuring that their pension portfolio will provide a reasonable level of income to help support their income needs in retirement. The client also understands the importance of having exposure to a diversified mix of growth assets to enable their pension portfolio to grow over time.

Provide a broad outline of how you could structure your client’s portfolio using a core plus satellite approach to address their concerns.

Reference no: EM132003634

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