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