LDI Misapplied: Income Portfolios and Liability-Driven Investing

 

Building efficient retirement income portfolios is complex. This paper explores the unique aspects of properly applying liability-driven investing to the creation of an asset allocation for an individual investor.

 
 

In this paper, you will learn:

  • Common liability-driven investing approaches

  • Our analysis of differences in efficient portfolios

  • The complexities of building efficient retirement income portfolios