Podcast: EDHEC Risk & The Future of Goals Based Investing

Written on 26 Apr 2021.


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Vincent Milhau, Research Director with EDHEC-Risk Institute, has been invited by the CFA Society Orlando to take part in 44th episode of their award winning "Investors First Podcast" to discuss the past, present & future of goals based investing.

 

 

The mission of Investors First Podcast is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making listener a more informed investor and/or advisor. Subject matter experts from their Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance.

 

Investors First Podcast CFA Society Orlando

 

Vincent is in charge of several research projects at the Institute in the fields of portfolio optimisation and asset allocation for institutional and individual investors. Most of these projects are funded by large industry players interested in the latest advances in risk management and asset allocation. His main focus is on goal-based investing or GBI and it is what they focus on in the episode.

Vincent has a diverse academic background that ranges from his bachelor’s degree in Mathematics at University of Paris to graduate work in modeling, statistics and finance. He finished his academic studies with his PhD in Finance from University of Nice.

 

In a 45-min conversation, Vincent Milhau, Steve Curley (President of CFA Society Orlando, Director of Investment Strategy at Eaton Vance WaterOak Advisors), and Sebastien Gault, CFA (Senior Vice President & Portfolio Manager at Bank of America Private Bank) discuss a variety of topics centered around GBI, with the focus on retirement investing for individuals.

Listeners will receive a primer on GBI, flaws with existing strategies, new ways we can address the retirement problem and more…

 

You can learn more and access Vincen’t latest research on goal-based investing and retirement investing at the below links :  

 

In recent research supported by Bank of America, EDHEC-Risk presents a goals-based investing framework for analyzing retirement investment decisions in the presence of long-term care risk. This is a flexible framework developed to provide personalized advice on retirement investment decisions in the presence of life event risk.

An overview of this research has been published in the April 2021 EDHEC-Risk Institute special issue of the EDHEC Research for Institutional Money Management supplement to Pensions & Investments : A Goals-Based Investing Framework for Analysing Effucient Retirement Investment Decisions