04 September 2012

Have You Forgotten About Longevity Risk?

Posted In: Getting Help

What’s longevity risk? For many investors, it’s one of the most potent potential harms to their retirement security. Simply put: retirees are living longer and interest rates are creeping lower, leading to a significant risk that they will outlive their assets. For help evaluating the risks that this mechanic poses and some strategies to mitigate them, we called Robert Martorana, CFA. Robert is a portfolio manager and founder of Right Blend Investing, an RIA firm located in Hillsborough, New Jersey.

Robert Martorana on Logevity Risk MP3

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Tags: Investment psychology

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About the Author(s)

Robert Stammers, CFA

Robert Stammers, CFA, was director of Investor Engagement for CFA Institute and was responsible for increasing the use and distribution of Future of Finance and CFA Institute content by various audiences. Prior to joining CFA Institute, Stammers was the principal for his founded company where he consulted for real estate owners, lenders, and syndicators to develop and analyze structured real estate investments. There he devised strategy for obtaining debt and preferred equity capital and created finance-related marketing materials and research papers for various clients. Stammers has authored over 100 articles on various financial and investment topics for such investment periodicals as Forbes and Investopedia. He served as a senior equity analyst, where he was responsible for the creation of new investment tools and instructional products to provide the revenues for two new investment education companies. As a senior executive for several institutional fund managers, Stammers was the portfolio manager for a $1 billion enhanced real estate fund, a $1.2 billion private timber fund, and several pension fund separate accounts.