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Ep 407: Building Retirement Portfolios With A Liability-Driven-Investing Approach To Manage Sequence Of Return Risk with Mark Asaro

Financial Advisor Success

CHAPTER

Navigating Retirement with Liability-Driven Investing

This chapter explores the intricacies of implementing a Liability-Driven Investing (LDI) approach for clients nearing retirement. The speaker discusses the significance of matching assets to future liabilities, while addressing challenges like sequence of returns risk and the impact of low bond yields. Moreover, the chapter emphasizes the need for a personalized investment strategy tailored to individual cash flow requirements and retirement goals.

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