Life Annuities: An Optimal Product for Retirement Income

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Research Foundation Publications
May 2013 | Vol. 2013 | No. 1 | 136 pages
Source: Research Foundation of CFA Institute
Moshe A. Milevsky

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Summary

This book provides a summary of research on life annuities, longevity insurance, and their role in the “optimal” retirement portfolio. It starts with an overview of institutional aspects, moves on to discuss valuation issues, and concludes with a comprehensive review of the scholarly literature.

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Topics
  • Portfolio Management:
    • Asset Allocation
  • Private Wealth Management:
    • Investment Strategy and Asset Allocation
    • ·
    • Investment Vehicles and Asset Class Exposures
    • ·
    • Investor Characteristics
    • ·
    • Objectives
    • ·
    • Risk Management
    • ·
    • Wealth Transfer and Estate Planning
Credits · About the CE Program
5 CE (including 0 SER) Manage CE Credits

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