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    1. Retirement Insights

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    INTRODUCING RETIREMENT INSIGHTS

    In an evolving retirement landscape, the Retirement Insights program is designed to provide investment professionals and investors with insights and tools to make better retirement decisions.

    Quick links

    • Retirement Plans and Priorities
    • Investing for Retirement

    FEATURED RETIREMENT INSIGHTS

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    Principles for a successful retirement

    This booklet presents eight essential retirement planning principles. Together with guidance from your advisor, it can give you the control and confidence to make more informed decisions and take positive steps toward a successful retirement.

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    Building Better Portfolios

    Successful retirement portfolios should reflect your unique needs, as well as an appropriate level of risk for where you are in your retirement journey.

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    Are you letting volatility derail your retirement plan?

    This paper, written by Wina Appleton, advocates why investors should focus on taking the appropriate level of risk for their life stage, based on balancing risk tolerance and time horizon.

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    LATEST RETIREMENT THOUGHT LEADERSHIP

    Retirement expectations - Mind the generational gap

    This paper summarizes the findings from the 2020 JP Morgan Hong Kong Retirement Readiness Survey.

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    Two actions to tackle health care costs in retirement

    This paper outlines the five things to know and two actions you can take to tackle health care costs in retirement.

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    Investing for Retirement

    Planning and investing for retirement can sometimes seem overwhelming, but it doesn’t need to. A simple process, which we refer to as goals-based investing, can help you every step along the way.

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    Timing Retirement

    Deciding when, and how, to retire is a complicated process. It requires careful evaluation of both emotional and financial considerations and the assistance of an experienced financial advisor.

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    Saving and Investing for a Successful Retirement

    Five keys to a financially secure retirement: Define a goal; make a plan; set up and maintain an emergency reserve fund; save smart and early; invest wisely and for the long term.

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    Retirement Plans and Priorities

    Facing the retirement challenge in Asia will require individuals to think about—and invest for—retirement with a long-term, goal-oriented perspective.

    Read more

    Building Better Retirement Portfolios

    Successful retirement portfolios should reflect your unique needs, as well as an appropriate level of risk for where you are in your retirement journey.

    Read more

    Are you letting volatility derail your retirement plan?

    This paper, written by Wina Appleton, advocates why investors should focus on taking the appropriate level of risk for their life stage, based on balancing risk tolerance and time horizon.

    Read more

    Principles for a Successful Retirement

    Achieving your retirement goals takes disciplined saving, spending and investing — all of which can feel overwhelming, especially as the retirement landscape in Hong Kong continues to change. It’s times like these when an asset manager can help you focus on what matters most to your financial future.

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    RETIREMENT AND LONG-TERM INVESTING

    Strike up a friendship with risk as you prepare for retirement

    Explore the different possible outcomes of taking on risk as you invest for your retirement.

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    Harnessing diversification in your monthly fund investing journey

    Learn how diversification can help you stay invested in changing markets.

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    Taking cues from elite athlete training when investing for the long term

    Long-term investing could be likened to day-to-day trainings of athletes. Learn how to stay invested in changing markets.

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    5 FAQs on long-term investing: staying invested

    Consider the available investment options as you embark on your investing journey.

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    5 FAQs on long-term investing: starting out

    Start an investment journey early and map out the financial goals.

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    What is key in a tailor-made retirement plan?

    You shouldn't miss out these 3 factors when planning for retirement.

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