Retirement Portfolios Workbook: Theory, Construction, and Management

Retirement Portfolios Workbook: Theory, Construction, and Management
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Retirement Portfolios Workbook:

Theory, Construction, and Management

BY Michael J. Zwecher





Wiley

Adobe E-Book 208 pages January 2010



BUSINESS & MANAGEMENT / FINANCE & INVESTMENTS / INVESTMENTS & SECURITIES /





A companion Workbook to the text Retirement Portfolios

Retirement is one of the most important parts of the financial planning process. Yet only two percent of financial advisors describe themselves as competent in retirement planning.

Constructing a retirement portfolio is viewed as a difficult endeavor, and the demands facing financial advisors responsible for this task continue to grow. The pressures are particularly intense due to events such as the financial crisis and oncoming rush of retiring baby boomers. It is imperative that financial advisors be equipped and ready to create appropriate retirement portfolios. That's why Michael Zwecher-a leading expert on retirement income-has created Retirement Portfolios and the Retirement Portfolios Workbook. In the text Retirement Portfolios, leading retirement income expert Michael Zwecher provides financial professionals with complete coverage of the most important issues in this field. The Retirement Portfolios Workbook offers you a wealth of practical information and exercises that will solidify your understanding of the tools and techniques associated with this discipline. This comprehensive study guide

Provides chapter summaries and end of chapter questions to the main book

Test your knowledge of the information addressed in Retirement Portfolios, before you put it to work in real world situations

Helps you learn to solve problems while setting up tools you can use in practice

Puts the management of risks related to retirement portfolios in perspective

If you want to gain a firm understanding of the information outlined in Retirement Portfolios, the lessons within this workbook can show you how.



AUTHOR INFORMATION:

MICHAEL J. ZWECHER is a leading expert on retirement income. He has created guidance, designed products, tools, and portfolio constructions that appeal to the financial advisor community and their clients. Zwecher co-chairs the curriculum committee of the Retirement Income Industry Association. He spent over ten years at Merrill Lynch, holding senior roles in risk management and wealth management, where he ran the Investment Management Strategic Solutions team in the Financial Products Group. Prior to Merrill, he was a consultant with Deloitte, an assistant professor at the Graduate School of Business Administration at Fordham University, and a visiting associate professor at the University of Wisconsin¨CMadison. Zwecher holds a PhD in finance from the University of Wisconsin¨CMadison.





TABLE OF CONTENTS:



Preface. PART ONE Questions.

CHAPTER 1 Portfolio Focus and Stage of Life.

CHAPTER 2 The Top-Down View: A Short Primer on Economic Models of Retirement Income.

CHAPTER 3 The Importance of Lifestyle Flooring.

CHAPTER 4 Monetizing Mortality: Annuities and Longevity Insurance.

CHAPTER 5 Flooring with Capital Markets Products.

CHAPTER 6 Building Retirement Income Portfolios.

CHAPTER 7 Creating Allocations for Constructing Practical Portfolios by Age and Lifestyle Needs.

CHAPTER 8 Rebalancing Retirement Income Portfolios.

CHAPTER 9 Active Risk Management for Retirement Income Portfolios.

CHAPTER 10 The Transition Phase. CHAPTER 11 Putting Together the Proposal.

CHAPTER 12 Market Segmentation.

CHAPTER 13 Products and Example Portfolios.

CHAPTER 14 Preparing Your Client for a Retirement Income Portfolio.

CHAPTER 15 Salvage Operations, Mistakes, and Fallacies.

PART TWO Solutions.

CHAPTER 1 Portfolio Focus and Stage of Life.

CHAPTER 2 The Top-Down View: A Short Primer on Economic Models of Retirement Income.

CHAPTER 3 The Importance of Lifestyle Flooring.

CHAPTER 4 Monetizing Mortality: Annuities and Longevity Insurance.

CHAPTER 5 Flooring with Capital Markets Products.

CHAPTER 6 Building Retirement Income Portfolios.

CHAPTER 7 Creating Allocations for Constructing Practical Portfolios by Age and Lifestyle Needs.

CHAPTER 8 Rebalancing Retirement Income Portfolios.

CHAPTER 9 Active Risk Management for Retirement Income Portfolios.

CHAPTER 10 The Transition Phase.

CHAPTER 11 Putting Together the Proposal.

CHAPTER 12 Market Segmentation.

CHAPTER 13 Products and Example Portfolios.

CHAPTER 14 Preparing Your Client for a Retirement Income Portfolio.

CHAPTER 15 Salvage Operations, Mistakes, and Fallacies.