Personalized goal-based investing via multi-stage stochastic goal programming
In this paper, we propose a goal-based investment model that is suitable for personalized
wealth management. The model only requires a few intuitive inputs such as size of wealth …
wealth management. The model only requires a few intuitive inputs such as size of wealth …
[BOOK][B] The Life Cycle of Wealth: Decision-Making Through Four Phases of Life
A Kolkman - 2018 - books.google.com
For those who have attained financial independence, this text offers you important insights
into the challenge of providing for future generations. For those still in pursuit of …
into the challenge of providing for future generations. For those still in pursuit of …
Robo-Advising on South African Exchange Traded Funds utilizing Prospect Theory
RJ Jacobson - 2019 - open.uct.ac.za
Robo-advising is an emerging trend in markets around the world. The term has come to refer
almost exclusively to automated advisory services for financial investments or wealth …
almost exclusively to automated advisory services for financial investments or wealth …
Asset-liability management and goal-based investing for retail business
G Consigli, MD Tria - International Journal of Financial …, 2018 - inderscienceonline.com
The industry of online personal financial services is expected over the next years to absorb
an increasing share of households and individuals' savings and investment decisions with a …
an increasing share of households and individuals' savings and investment decisions with a …
[PDF][PDF] Rendementsportefeuille in nieuw pensioenstelsel:“One size fits all?”
RBA Michel Wetser, CFA Kin Lee - cfasociety.nl
Nederland staat aan de vooravond van een ingrijpende verbouwing van het
Pensioenstelsel. Werkgevers, werknemers en pensioen uitvoerders hebben tot 1 januari …
Pensioenstelsel. Werkgevers, werknemers en pensioen uitvoerders hebben tot 1 januari …