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

 

See Also

Immersion at Station F for start-up challenge finalists !
News
- 13-10-2021
Devised for students with start-up projects on the Pre-Master and Master 1 years of the...
Financing your MBA - are you eligible for a scholarship?
News
- 12-10-2021
How to finance your Global MBA abroad is a critical question you need to think about...
Apprenticeship program: a perfect combination of academic knowledge and professional experience
News
- 12-10-2021
Yiqing Ma joined EDHEC Apprenticeship Track in 2019. She shares insights into the...
CRÉDIT AGRICOLE NORD DE FRANCE, AMUNDI AND CRÉDIT AGRICOLE CIB, PARTNERS OF EDHEC BUSINESS SCHOOL’S MSC IN CLIMATE CHANGE & SUSTAINABLE FINANCE
News
- 08-10-2021
Three major players in the Crédit Agricole Group operating in the banking and finance...