Zwecher Retirement Portfolios Workbook

Theory, Construction, and Management
1. Auflage 2010
ISBN: 978-0-470-58620-4
Verlag: John Wiley & Sons
Format: PDF
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 208 Seiten, E-Book

Reihe: Wiley Finance Editions

A companion Workbook to the text RetirementPortfolios
Retirement is one of the most important parts of the financialplanning process. Yet only two percent of financial advisorsdescribe themselves as competent in retirement planning.
Constructing a retirement portfolio is viewed as a difficultendeavor, and the demands facing financial advisors responsible forthis task continue to grow. The pressures are particularly intensedue to events such as the financial crisis and oncoming rush ofretiring baby boomers. It is imperative that financial advisors beequipped and ready to create appropriate retirement portfolios.That's why Michael Zwecher-a leading expert on retirementincome-has created Retirement Portfolios and theRetirement Portfolios Workbook. In the text RetirementPortfolios, leading retirement income expert Michael Zwecherprovides financial professionals with complete coverage of the mostimportant issues in this field. The Retirement PortfoliosWorkbook offers you a wealth of practical information andexercises that will solidify your understanding of the tools andtechniques associated with this discipline. This comprehensivestudy guide
* Provides chapter summaries and end of chapter questions to themain book
* Test your knowledge of the information addressed inRetirement Portfolios, before you put it to work in realworld situations
* Helps you learn to solve problems while setting up tools youcan use in practice
* Puts the management of risks related to retirement portfoliosin perspective
If you want to gain a firm understanding of the informationoutlined in Retirement Portfolios, the lessons within thisworkbook can show you how.

Autoren/Hrsg.

Zwecher, Michael J.

Inhaltsverzeichnis

Preface.
PART ONE Questions.
CHAPTER 1 Portfolio Focus and Stage of Life.
CHAPTER 2 The Top-Down View: A Short Primer on Economic Modelsof Retirement Income.
CHAPTER 3 The Importance of Lifestyle Flooring.
CHAPTER 4 Monetizing Mortality: Annuities and LongevityInsurance.
CHAPTER 5 Flooring with Capital Markets Products.
CHAPTER 6 Building Retirement Income Portfolios.
CHAPTER 7 Creating Allocations for Constructing PracticalPortfolios by Age and Lifestyle Needs.
CHAPTER 8 Rebalancing Retirement Income Portfolios.
CHAPTER 9 Active Risk Management for Retirement IncomePortfolios.
CHAPTER 10 The Transition Phase.
CHAPTER 11 Putting Together the Proposal.
CHAPTER 12 Market Segmentation.
CHAPTER 13 Products and Example Portfolios.
CHAPTER 14 Preparing Your Client for a Retirement IncomePortfolio.
CHAPTER 15 Salvage Operations, Mistakes, and Fallacies.
PART TWO Solutions.
CHAPTER 1 Portfolio Focus and Stage of Life.
CHAPTER 2 The Top-Down View: A Short Primer on Economic Modelsof Retirement Income.
CHAPTER 3 The Importance of Lifestyle Flooring.
CHAPTER 4 Monetizing Mortality: Annuities and LongevityInsurance.
CHAPTER 5 Flooring with Capital Markets Products.
CHAPTER 6 Building Retirement Income Portfolios.
CHAPTER 7 Creating Allocations for Constructing PracticalPortfolios by Age and Lifestyle Needs.
CHAPTER 8 Rebalancing Retirement Income Portfolios.
CHAPTER 9 Active Risk Management for Retirement IncomePortfolios.
CHAPTER 10 The Transition Phase.
CHAPTER 11 Putting Together the Proposal.
CHAPTER 12 Market Segmentation.
CHAPTER 13 Products and Example Portfolios.
CHAPTER 14 Preparing Your Client for a Retirement IncomePortfolio.
CHAPTER 15 Salvage Operations, Mistakes, and Fallacies.

Über Autor(innen)

MICHAEL J. ZWECHER is a leading expert on retirement income. He has created guidance, designed products, tools, and portfolio constructions that appeal to the financial advisor community and their clients. Zwecher co-chairs the curriculum committee of the Retirement Income Industry Association. He spent over ten years at Merrill Lynch, holding senior roles in risk management and wealth management, where he ran the Investment Management Strategic Solutions team in the Financial Products Group. Prior to Merrill, he was a consultant with Deloitte, an assistant professor at the Graduate School of Business Administration at Fordham University, and a visiting associate professor at the University of Wisconsin-Madison. Zwecher holds a PhD in finance from the University of Wisconsin-Madison.