Socially Responsible Investing Doesn’t Make Sense – Except When It Does

Socially Responsible Investing Doesn’t Make Sense – Except When It Does
Taking distributions from an investment portfolio amplifies the impacts of portfolio volatility, making retirement income planning particularly tricky as distributions tend to be the primary income source for retirees. We can use Monte Carlo simulations to show the increase of money-weighted investment returns in retirement, which has important implications about the choice for a fixed portfolio return assumption.

Source: Retirement Researcher

Socially Responsible Investing Doesn’t Make Sense – Except When It Does

Comments are closed.