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.
Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.
Robert Stammers, CFA, is director of Investor Engagement for CFA Institute and is 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.
Federal Reserve Governor Lael Brainard has dissented in four votes since April, opposing deregulatory efforts by appointees of President Donald Trump. Stanford University finance professor Darrell Duffie applauds the dissent, calling the previous tradition of no dissent unhealthy. MLex (subscription required) (15 Mar.)
Daylight saving time has created an anomaly in trading data gathered as part of Europe's revised Markets in Financial Instruments Directive, according to studies by Aquis Exchange and BestExHub. "It makes comparing trends between winter and summer near enough impossible," BestExHub co-founder Daniel Mathews says. Financial News (UK) (subscription required) (14 Mar.)
A US Senate bill with bipartisan backing seeks to make it mandatory for the Financial Stability Oversight Council to look into other options before designating a nonbank a systemically important financial institution. Sen. Mike Crapo, chairman of the Senate banking committee, said the proposal would improve the council's transparency and effectiveness. Pensions & Investments (free access for SmartBrief readers) (15 Mar.)
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