How Targeting the Size, Value, and Profitability Premiums Can Improve Retirement Outcomes

Broadly diversified equity portfolios that pursue the size, value, and profitability premiums can help investors enter retirement with more assets, better sustain their retirement spending, and pass on larger bequests. Our study finds that even moderate exposure to the premiums can significantly improve retirement outcomes. The results are applicable to the design of retirement asset allocations, target date funds, and managed accounts

MoreLess

Year of publication:	[2023]
Authors:	Pellerin, Mathieu
Publisher:	[S.l.] : SSRN

Extent:	1 Online-Ressource (12 p)
Type of publication:	Book / Working Paper
Language:	English
Notes:	Nach Informationen von SSRN wurde die ursprüngliche Fassung des Dokuments April 21, 2023 erstellt
Other identifiers:	10.2139/ssrn.4425738 [DOI]
Classification:	D14 - Personal Finance ; d15 ; G11 - Portfolio Choice ; J26 - Retirement; Retirement Policies
Source:	ECONIS - Online Catalogue of the ZBW

Persistent link: https://www.econbiz.de/10014355128