Thomas M. Idzorek, CFA, investigates various approaches for optimizing retirement portfolios by choosing strategies to mitigate longevity and performance risk using traditional investments and insurance products...
Thomas M. Idzorek, CFA, investigates various approaches for optimizing retirement portfolios by choosing strategies to mitigate longevity and performance risk using traditional investments and insurance products. Additionally, he discusses the failures of traditional Markowitz approaches in meeting objectives, the risks of retiree clients outliving their savings, and the danger of poor investment performance reducing the value of retirement portfolios.