How hard is it financially, intellectually, and emotionally for clients to move from accumulation to distribution? Chris Allen, founder and principal of Investius, spoke with financial planning professionals at RIIA®’s 2017 Summer Conference in July about the challenges and opportunities facing professionals and consumers in the world of retirement income. In this video, … {…}
Replay Webinar – Mass-Customization of Goal-Based Investment Solutions: The New Frontier in Digital Wealth Management Services – September 6
Date: Wednesday, September 6, noon – 1 pm ET
Existing financial products marketed as “retirement investment solutions” do not meet the needs of future retirees in securing their essential goals of minimum levels of replacement income (focus on safety) while generating a relatively high probability of achieving their aspirational goals, expressed in terms of target levels of replacement income (focus on performance). Meaningful solutions should combine safety and performance to meet this dual objective.
In this webinar, we analyze how the retirement investing problem can be formally framed within the context of goal-based investing principles. We also discuss the challenges posed by mass-customization constraints.
Presenter:
Lionel Martellini – Professor of Finance, EDHEC Business School, and Director, EDHEC-Risk Institute
Lionel Martellini is Professor of Finance at EDHEC Business School, Director of EDHEC-Risk Institute and Senior Scientific Advisor for ERI Scientific Beta. He is a former member of the faculty at the Marshall School of Business, University of Southern California, and has been a visiting fellow at the Operations Research and Financial Engineering department at Princeton University.
He conducts research in a broad range of topics on investment solutions for individual and institutional investors, equity and fixed-income portfolio construction, risk management and derivatives valuation. His work has been published in leading academic and practitioner journals and has been featured in major European and global dailies such as The Financial Times and The Wall Street Journal. Lionel has served as a consultant for institutional investors, investments banks and asset management firms on risk and asset allocation decisions, and is a regular speaker in seminars and conferences on these subjects.
RMA® Reminder: Attendance at the webinar (or its replay) counts towards required CE for RIIA®’s RMA designation. One webinar = 1 hour of credit.
For RIIA institutional members, all employees within the company are RIIA members and can take advantage of this member benefit.
Special Thanks to:
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