News & Press

Recent News

Mar 25, 2016

Longevity Risk and Retirement Income Planning

The CFA Institute Research Foundation has recently published the book Longevity Risk and Retirement Income Planning co-authored by Patrick Collins, Huy Lam and Josh Stampfli. It is available through Amazon.

Mar 25, 2016

Patrick Collins presentation

Patrick Collins is speaking on the topic of “Monitoring and Managing a Retirement Portfolio” at a July 2016 conference at Salem State University, Massachusetts for the Retirement Income Industry Association.

Mar 5, 2016

Webinar Replay: How Risky is Your Retirement Income Risk Model?

We are pleased to announce the availability of a replay of a webinar recently presented by our Senior Analyst, Huy Lam, to the Retirement Income Industry Association (RIIA). “How risky is your retirement income risk model?” is available to RIIA members. Huy discusses the key aspects of retirement success, and provides a review of various retirement income modeling approaches, including historical back testing, Monte Carlo simulation, and other more advanced risk modeling techniques. The presentation is based on a paper of the same title, published in the Financial Services Review (Volume 24, Number 3, 2015). Huy will present the topic of the webinar again at the RIIA Summer Conference in Salem, Massachusetts (July 18/19) as well as the Master Retirement Management Analyst boot camp there (July 20-22).