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  • Maximizing Personal Surplus: Liability-Driven Investment for Individuals
    Investment for Individuals The author incorporates inflation-indexed bonds into the retiree asset allocation ... be applied to individual investors. From the 2011 Enterprise Risk Management Symposium, March ...

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    • Authors: Michael Ashton
    • Date: Mar 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Risk management
  • Revisiting Retirement Withdrawal Plans and their Historical Rates of Return
    Historical Rates of Return 'This paper takes a fresh look at the historical record of the most popular ... planning device retirees encounter, the 4% rule.' From the 2011 Enterprise Risk Management Symposium ...

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    • Authors: Felix Schirripa, Chris O'Flinn
    • Date: Mar 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Risk management
  • Creating a Reality-Based Financial Decision-Making Model For Older Americans
    Financial Decision-Making Model For Older Americans The author's conclusion is that retirees focus should ... strategy or withdrawal rate but cash flow. From the 2011 Enterprise Risk Management Symposium, March ...

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    • Authors: Chuck Yanikoski
    • Date: Mar 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Risk management
  • Requirements to Make the Housing Asset a Viable Retirement Asset
    Make the Housing Asset a Viable Retirement Asset Discussant comments for “Requirements to Make the Housing ... ” This paper examines the characteristics of an ideal product and the type of institution that would ...

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    • Authors: Society of Actuaries
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Risk management