The Future of Life-Cycle Saving and Investing: The Retirement Phase

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Building on the themes from the 2006 conference, this proceedings of the 2008 conference explores what the modern science of life-cycle finance implies for households, businesses, and government with a focus on the retirement phase.

About the Author(s)

Zvi Bodie PhD

Zvi Bodie is professor of finance and economics at Boston University School of Management. Previously, he taught at Harvard Business School and Massachusetts Institute of Technology's Sloan School of Management. Professor Bodie has written articles on pension finance and investment strategy for leading professional journals, and he is the author of "Foundations of Pension Finance", "Pensions in the U.S. Economy", "Issues in Pension Economics", "Financial Aspects of the U.S. Pension System", Finance (with Robert C. Merton), and "Investments", which is used in the certification programs of the Financial Planning Association and the Society of Actuaries. His latest book is "Worry Free Investing: A Safe Approach to Achieving Your Lifetime Financial Goals". He is a member of the Pension Research Council of the Wharton School at the University of Pennsylvania. Professor Bodie holds a PhD from Massachusetts Institute of Technology.

Laurence Siegel
Laurence B. Siegel

Laurence B. Siegel is director of investment policy research at the Ford Foundation. Previously, he served as a managing director at Ibbotson Associates, an investment consulting firm that he helped establish in 1979. Mr. Siegel is the author of Benchmarks and Investment Management, an AIMR Research Foundation monograph. He chairs the investment committee of the Trust for Civil Society in Central and Eastern Europe and serves on the investment committee of the NAACP Legal Defense Fund. Mr. Siegel is also a member of the editorial board of the Journal of Portfolio Management and the research review board of the Research Foundation of AIMR. He holds a BA in urban studies and an MBA in finance from the University of Chicago.

Rodney N. Sullivan CFA

Rodney Sullivan, CFA, is head of publications at CFA Institute and associate editor of the Financial Analysts Journal.

Book Information

Published by The CFA Institute Research Foundation

76 pages

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