How to Address Inflation Risk When Investing for Retirement

Broadridge

This session explains how inflation risk affects plan participants at different life stages, with a focus on retirees and near-retirees. The session first covers the behavior of different asset classes in an inflationary environment. We then explore how an income-focused allocation can help plan participants protect their retirement consumption from inflation, as well as other relevant risks such as those related to changes in interest rates and equity markets.

Learning Objectives:

• Understand the distinction between asset classes that hedge inflation and those that are merely uncorrelated with inflation.
• Know how broad asset classes have performed on average in an inflationary environment.
• Understand the impact of inflation on retirement consumption and the potential benefits of hedging inflation risk.
• Gain insight into practical retirement asset allocation considerations when seeking to manage inflation, interest rate, and market risks.

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