Mass-Customization of Goal-Based Investment Solutions: The New Frontier in Digital Wealth Management Services

“Mass-Customization of Goal-Based Investment Solutions: The New Frontier in Digital Wealth Management Services” Webinar on 6 September, 2017 at 6.00pm CEST

 

TOPIC

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, Lionel Martellini analysed how the retirement investing problem can be formally framed within the context of goal-based investing principles. He also discusses the challenges posed by mass-customization constraints.

 

SLIDES

To receive the slides from the webinar, please click here.

 

HOST

Lionel Martellini is Professor of Finance, EDHEC Business School, Director, EDHEC-Risk Institute. Lionel Martellini is a specialist in fixed income modelling, derivatives, asset allocation and retirement solutions. He was previously on the faculty of the Marshall School of Business at the University of Southern California and has also held a visiting position at Princeton University. He has served as a consultant to various institutional investors, investment banks, and asset management firms on questions related to risk management, asset allocation decisions and investment solutions. His research on asset management, portfolio theory, derivatives valuation, fixed income products, and alternative investment has appeared in leading academic and practitioners’ journals. He was awarded the Inquire Europe First Prize in 2009/2010 for his work on dynamic liability-driven investing strategies. He sits on the editorial boards of various journals including the Journal of Alternative Investments and the Journal of Portfolio Management.

 

TIME

4 September, 2017 at 6.00pm CEST.

 

REPLAY

To view the webinar, please click here.

 

ORGANISED BY

Ten years ago, companies and advisors from the insurance, investment management and advisory industries recognized the importance of developing retirement income planning solutions that started with client needs rather than products. From The Retirement Income Industry Association®’s (RIIA’s) establishment, we have worked with industry leaders on an approach to retirement income planning inclusive of all client needs and industry solutions.

Over the last decade, RIIA and its members have developed and championed concepts including: Measures of FundednessSM, the Household Balance Sheet ViewSM (HHBSSM) and The Retirement AllocationsSM. These concepts are the basis of RIIA’s asset & liability matching and risk management-based approach to retirement income planning.

RIIA’s complete retirement income planning process goes beyond simply providing investment advice. Our holistic approach, used by advisors with RIIA’s Retirement Management Analyst® (RMA®) designation, and new planning tools based on RIIA’s Household Balance Sheet view, have kept the organization at the cutting edge of retirement income planning.

The Retirement Income Industry Association is a not-for-profit industry association. The Association seeks to discover, validate and teach the new realities of retirement and to do so from the perspective of “The View Across the Silos℠”, with the goal of achieving better retirement outcomes.

The RIIA® Body of KnowledgeSM supports its professional designation: the Retirement Management Analyst (RMA).

RIIA organizes conferences and events, professional education for RMAs, publishes a peer-reviewed journal (Retirement Management Journal®), offers twice-monthly retirement-focused webinars through its Virtual Learning Center, manages an 8,000 member LinkedIn discussion group, provides research and other services to the industry and its clients.