Retirement Portfolios Workbook. Theory, Construction, and Management. Wiley Finance

  • ID: 2244095
  • Book
  • 184 Pages
  • John Wiley and Sons Ltd
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In Retirement Portfolios, leading retirement income expert Michael Zwecher provides financial professionals with complete coverage of the most important issues in this field from creating portfolios that protect your client′s retirement and aspirations to maximizing the usefulness of retirement portfolios in your business.

Now, with the Retirement Portfolios Workbook, he offers you a wealth of practical information and exercises that will solidify your understanding of the tools and techniques found in the actual book. This comprehensive study guide which parallels Retirement Portfolios chapter by chapter contains carefully constructed problems with detailed solutions, and offers invaluable insights into this discipline.

Page by page, this workbook:

  • Tests 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

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

  • Puts the management of risks related to retirement portfolios in perspective

If you intend on acquiring a firm understanding of creating and managing effective retirement portfolios for your clients, this workbook has what you need to succeed.

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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.

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Michael J. Zwecher
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