Sustainable income investment solutions

In the below video, Phill Rogerson, Managing Director with U.S. Private Client Services, discusses these misconceptions and the growing need for sustainable income-generating investment solutions for financial advisors and their clients. He provides four considerations to invest and take income responsibly: beware the risks of ‘reaching for yield’, balance the income needs of today with those of tomorrow, diversify across multiple sources of income, and adapt the portfolio to risks and opportunities in the market. Watch the video below and learn about the considerations to invest and take income responsibly.

The bottom line

It’s important to have balance when constructing solutions to provide income. It’s not as simple as finding the highest yielding securities; a diversified approach may balance the risks and opportunities.