How to Address Inflation Risk When Investing for Retirement

Mathieu Pellerin, PhD, Senior Researcher, Dimensional Fund Advisors

John Resurreccion, AIF, CFP, Regional Director, Dimensional Fund Advisors

September 09, 2021

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.

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