FPA and Janus are proud to announce the
2009
Financial Frontiers Awards winners.
FPA on:
Financial Frontiers Awards Winners
Talking Point
February 2010
Allocation to Deferred Variable Annuities with GMWB for Life
by James X. Xiong, Ph.D., CFA; Thomas Idzorek, CFA; and Peng Chen, Ph.D., CFA
The authors have built a framework to determine the optimal mix between traditional assets and VA+GMWB for a retirement portfolio. More>
A Simple Dynamic Strategy for Portfolios Taking Withdrawals: The Case for Using a 12-Month Simple Moving Average
by Michael M. Garrison, CFP®; Carlos M. Sera; and Jeffrey G. Cribbs, CFP®
This paper concludes that a dynamic asset allocation using a 12-month simple moving average is a consistently better strategy over statically allocated portfolios for investors in both the accumulation and withdrawal phases. More>
Shielding Against College Investment Hazards and Bridging the Affordability Gap
by Richard F. Stolz
Volatile markets and legal constraints on the ability to actively manage Section 529 plan portfolios create headaches, as well as opportunities to help clients with college planning. More>
Next Issue (March 2010)
Unsafe at Any Speed? The Designed-In Risks of Target-Date Glide Path
by Zvi Bodie, Ph.D.; Richard K. Fullmer, CFA; and Jonathan Treussard, Ph.D.
Social Security: When Should You Start Benefits and How to Minimize Longevity Risk?
by William Meyer and William Reichenstein, Ph.D., CFA
Asset Allocation for Retirement: Simple Heuristics and Target-Date Funds
by Steven D. Dolvin, Ph.D., CFA; William K. Templeton, Ph.D.; and William J. Rieber, Ph.D.
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