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Factor Investing for Retirement with DFA's Mathieu Pellerin
Manage episode 366664600 series 2581243
In this episode, we combine two of the topics we often cover on the podcast. We talk both retirement planning and factor investing with Dimensional Fund Advisors Senior Researcher Mathieu Pellerin. Mathieu has conducted extensive research in both areas and we discuss two of his excellent papers: "Investing for Retirement Income: A Comparison of Asset Allocations and Spending Strategies" and "How Targeting the Size, Value, and Profitability Premiums Can Improve Retirement Outcomes". We discuss the difference in success rates between wealth focused and income focused retirement strategies, the balance between optimizing return and failure risk in retirement planning and how factors can help boost the chances of retirement success.
We hope you enjoy the discussion.
SEE LATEST EPISODES
https://www.validea.com/excess-returns-podcast
FIND OUT MORE ABOUT VALIDEA
https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
413 에피소드
Manage episode 366664600 series 2581243
In this episode, we combine two of the topics we often cover on the podcast. We talk both retirement planning and factor investing with Dimensional Fund Advisors Senior Researcher Mathieu Pellerin. Mathieu has conducted extensive research in both areas and we discuss two of his excellent papers: "Investing for Retirement Income: A Comparison of Asset Allocations and Spending Strategies" and "How Targeting the Size, Value, and Profitability Premiums Can Improve Retirement Outcomes". We discuss the difference in success rates between wealth focused and income focused retirement strategies, the balance between optimizing return and failure risk in retirement planning and how factors can help boost the chances of retirement success.
We hope you enjoy the discussion.
SEE LATEST EPISODES
https://www.validea.com/excess-returns-podcast
FIND OUT MORE ABOUT VALIDEA
https://www.validea.com
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
413 에피소드
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