Liqian Ren - In Search of Modern Alpha (S2E8)
Flirting with Models
The Future of Asset Allocation Gliders
Most of the glide paths just assumes there's one monolithic retirement. But ordinary person really have to spend their time and resources to investigate if there's tactical allocation, like active points. The more data you see, the more you realize that human behavior is so varied. I think as an economist, you always think there's a preference which is reflected in your utility function. It could be that females just don't have enough time or they don't have interest. So it's very difficult to distangle whether it's rational or not. All these are all innovations that will gradually get into the asset allocation glide paths.
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