IN THIS LIST

Lifecycle Finance Applications for Retirement Income

How Multi-Factor Strategies Work in Mexico

Setting Standards for Meeting Retirement Income Goals

Going Multi-Factor in Mexico

Personalizing Communication About Retirement Income

Lifecycle Finance Applications for Retirement Income

  • Length 10:00

How might the principles of lifecycle finance inform the balance between financial and human capital in the retirement planning process?

S&P DJI's Jodie Gunzberg joins Dave Twardowski of DFA and Zvi Bodie of Bodie Associates Financial Consulting and Educational Programs for a closer look at lifecycle finance and S&P STRIDE.


How Multi-Factor Strategies Work in Mexico

  • Length 6:10

Explore how and why practitioners are putting multi-factor strategies to work in Mexico with S&P DJI’s María Sánchez and Sherpa Capital Mexico Richard Ramírez-Webster.


Setting Standards for Meeting Retirement Income Goals

  • Length 9:29

How might standards and best practices create a path to better help participants target an income stream in retirement?

S&P DJI's Jodie Gunzberg sits down with Ian Kopelman of DLA Piper U.S. and Zvi Bodie of Bodie Associates Financial Consulting and Educational Programs to discuss.


Going Multi-Factor in Mexico

  • Length 7:24

What are the potential risk/return benefits of combining factors in Mexico?

S&P DJI’s María Sánchez takes a closer look at the design and performance of the S&P/BMV Quality, Value, and Growth Index.


Personalizing Communication About Retirement Income

  • Length 9:56

How might segmenting plan participant communications accelerate the retirement planning process?

S&P DJI's Jodie Gunzberg joins DCIIA Retirement Research Center's Warren Cormier and DFA's Tim Kohn to discuss best practices.


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