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Low yield environment is problematic for cash flows
Desire for stable cash flow generation
Traditional government bonds no longer provide the « safe » coupon income
Increase in the average life expectancy (80.47 years) and the 40 to 50% decline of income at the time of retirement
01Based on the correlation and volatility estimates, the theoretical most diversified portfolio is determined.
02 This portfolio currently has a yield below our target of minimum 3%.
03 The portfolio is rescaled until its yield equals the target yield.
04 This rescaling keeps the optimized diversification intact.
05 Correlations and volatilities change over time, the portfolio is adjusted accordingly.
Aimed to deliver higher income than other fixed income investments, while keeping a lid on risks
Annual dividend of minimum 3% of the first NAV of the calendar year, distributed on a quarterly basis
Potential capital growth thanks to DPAM’s expertise with income-generating asset classes
Leveraged expertise includes high dividend equity funds and high yield bond funds
Capital preservation thanks to dynamic risk controls based on DPAM’s proprietary analysis tools