New EDHEC-Princeton Retirement Goal-Based Investing Index Series!

Written on 20 April 2018.


Only 2 days to go before the launch of the EDHEC-Princeton Retirement Goal-Based Investing Index Series!

EDHEC-Risk Institute has been conducting a meaningful research programme on retirement solutions. The institute stands that existing retirement products do not fit with individuals' actual retirement needs and could be improved by applying Goal-Based Investing principles.

In an effort to help increase awareness around the need for improved retirement solutions, EDHEC-Risk Institute and the Princeton Operations Research and Financial Engineering (ORFE) Department have teamed up to launch the EDHEC-Princeton Retirement Goal-Based Investing index series. These indices are based on joint academic research conducted with the support of Merrill Lynch Wealth Management on the application of goal-based investing (GBI) principles to the retirement problem.

They propose to apply the principles of goal-based investing to the design of a new generation of retirement goal-based investing strategies, which can be regarded as risk-controlled target date funds that strike a balance between safety and performance with respect to the objective of generating replacement income.

 

Two types of indices will be presented…

 

  • Retirement goal price indices, which represent the price of $1 of replacement income per year, for various retirement dates
  • Retirement goal-based investing indices, which represent the performance of the improved risk-controlled target date fund strategies invested in the goal-hedging portfolio and a performance-seeking portfolio

 

… and will answer two important questions:

  • How much replacement income can be acquired from a given level of retirement savings?
  • How does one generate the kind of upside potential that is needed to achieve target levels of replacement income while securing minimum consumption levels in retirement?

 

Stay tuned for update at https://risk.edhec.edu/indices-investment-solutions

 

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