Retirement portfolios workbook: theory, construction, and management
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Bibliographic Details
Main Author: Zwecher, Michael J. 1957- (Author)
Format: Electronic eBook
Language:English
Published: Hoboken, NJ John Wiley & Sons 2010
Subjects:
Online Access:UBG01
Volltext
Item Description:Front Matter -- Questions. Portfolio Focus and Stage of Life -- The Top-Down View: A Short Primer on Economic Models of Retirement Income -- The Importance of Lifestyle Flooring -- Monetizing Mortality: Annuities and Longevity Insurance -- Flooring with Capital Markets Products -- Building Retirement Income Portfolios -- Creating Allocations for Constructing Practical Portfolios by Age and Lifestyle Needs -- Rebalancing Retirement Income Portfolios -- Active Risk Management for Retirement Income Portfolios -- The Transition Phase -- Putting Together the Proposal -- Market Segmentation -- Products and Example Portfolios -- Preparing Your Client for a Retirement Income Portfolio -- Salvage Operations, Mistakes, and Fallacies -- Solutions. Portfolio Focus and Stage of Life -- The Top-Down View: A Short Primer on Economic Models of Retirement Income -- The Importance of Lifestyle Flooring -- Monetizing Mortality: Annuities and Longevity Insurance -- Flooring with Capital Markets Products -- Building Retirement Income Portfolios -- Creating Allocations for Constructing Practical Portfolios by Age and Lifestyle Needs -- Rebalancing Retirement Income Portfolios -- Active Risk Management for Retirement Income Portfolios -- The Transition Phase -- Putting Together the Proposal -- Market Segmentation -- Products and Example Portfolios -- Preparing Your Client for a Retirement Income Portfolio -- Salvage Operations, Mistakes, and Fallacies
Includes bibliographical references and index
Physical Description:1 Online-Ressource (xxiv, 183 S.) Ill.
ISBN:9781118268186
1118268180
9780470559871
9780470586204

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