26

No Portfolio Is an Island

Date
January 19, 2016

This presentation will explore various frameworks to design more efficient portfolios from a total wealth perspective. Attendees will learn:
• How to build more efficient portfolios from a total wealth perspective
• How to incorporate different assets into the portfolio optimizations
• Different perspectives on building efficient portfolios

Speaker

Speaker Image for David Blanchett
Head of Retirement Research, PGIM

Related Products

Thumbnail for Guaranteed Income: The Forgotten Household Asset
Guaranteed Income: The Forgotten Household Asset
Guaranteed income is the largest financial asset for most retirees, yet it’s role in a financial plan is generally quite minor, treated simply as a cash flow that can be used to fund the retirement liability…
Thumbnail for PFP2123. Estimating the End of Retirement
PFP2123. Estimating the End of Retirement
The length of retirement is one of the most important assumptions in a financial plan; therefore, care should be taken that is estimated as accurately as possible…
Thumbnail for Retirement Best Ideas
Retirement Best Ideas
Planning for retirement is much more than creating a retirement portfolio. This session will explore the human implications of stepping away from the office and the paycheck, planning ideas on how to get the most after-tax income, and building resiliency into a retiree's financial life…
Thumbnail for Retirement Best Ideas Panel
Retirement Best Ideas Panel
Planning for retirement is much more than creating a retirement portfolio. This session will explore the human implications of stepping away from the office and the paycheck, planning ideas on how to get the most after-tax income, and building resiliency into a retiree's financial life…

This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.