Research and publications

Construction Rules of Retirement Goal-Based Investing Indices

This document presents the second family of EDHEC-Princeton Retirement Goal-Based Investing Indices. The Retirement Goal-Based Investing Indices represent the performance of dynamic strategies that aim to deliver high probabilities of reaching high levels of wealth upon retirement, or high levels of replacement income for a period equal to life expectancy at retirement.

Author(s):

Vincent Milhau

Summary:

This document presents the second family of EDHEC-Princeton Retirement Goal-Based Investing Indices. The Retirement Goal-Based Investing Indices represent the performance of dynamic strategies that aim to deliver high probabilities of reaching high levels of wealth upon retirement, or high levels of replacement income for a period equal to life expectancy at retirement.

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Type :	EDHEC Publication
Date :	05/02/2018

About EDHEC

Operating from campuses in Lille, Nice, Paris, London and Singapore, EDHEC is one of the world’s top 15 business schools. Fully international and directly connected to the business world, EDHEC commands a strong reputation for research excellence and the ability to train entrepreneurs and managers capable of breaking new ground. EDHEC functions as a genuine laboratory of ideas and produces innovative solutions valued by businesses. The School’s teaching is inspired by its research work and a focus on “learning by doing”, all with the aim of equipping people with the skills to succeed in business.

About EDHEC-Risk Climate Impact Institute

Marking the priority assigned by the School to sustainability issues and building on its research programmes exploring the relationships between climate change and finance, EDHEC-Risk Institute became EDHEC-Risk Climate Impact Institute in October 2022. The Institute's mission is to help private and public decision-makers manage climate-related financial risks and make the best use of the financial tools available to transition to low-emission and climate-resilient economies. The Institute’s research programmes explore the relationships between climate change and finance and our key ambition is to become a leading academic reference point for long-term investors, helping them to manage the asset-pricing implications of climate change as well as mitigation and adaptation efforts.