PPT-Tax Efficient Portfolio Construction and Longevity Planning

Presented by Thomas Sartor CFA October 30 2018 Disclosures The Financial Advisory Group Inc is not a CPA firm or a law firm The following should not be construed as advice or investment recommendations. World’s Oldest Human. Jeanne Calment . of Arles, France. 1875-1997. 122 . yrs. Longevity. is Heritable. From Gross L., 2006. Helen Reichert and siblings, as children and centenarians. Mollye. Marcus, 111 years old, and family. Bodie, Kane and Marcus. Essentials of Investments . 9. th. Global Edition. . 6. 6.1 Diversification and Portfolio Risk. Market/Systematic/Non diversifiable Risk. Risk factors common to whole economy. and . Longevity Insurance . B. enefits . for . Public Pension Reform . Gerard Hughes (Trinity College Dublin). John Turner (Pension Policy . Center. , Washington D.C.). Presentation for. Social Security Systems in the Light of Demographic, . 6. Bodie, Kane, and Marcus. Essentials of Investments, . 9. th. Edition. 6.1 Diversification and Portfolio Risk. Market/Systematic/Nondiversifiable Risk. Risk factors common to whole economy. Unique/Firm-Specific/Nonsystematic/ Diversifiable Risk. P.V. . Viswanath. A different perspective on the CAPM. We saw earlier why, intuitively, the CAPM should describe required returns.. We will see, in this chapter, the connection between the CAPM and individual investors’ construction of optimal portfolios.. Leonid A. Gavrilov. Natalia S. Gavrilova. . Center on Aging . NORC and The University of Chicago . Chicago, USA. Approach . To study “success stories” in long-term avoidance of fatal diseases (survival to 100 years) and factors correlated with this remarkable survival success. Chief Science Officer. SENS Research Foundation. aubrey@sens.org. http://www.sens.org/. Rejuvenation biotechnology:. why the . longevity “problem” is going to get worse – well, different. Everything you need to know about future mortality. I. . Efficient Market. Theory (EMT). Efficient Market Theory. Where did EMT come from?. What is the Efficient Market Theory?. What does it Imply?. How can it be tested?. What conclusions can we draw about market efficiency?. International Advisory Council Meeting 2009 . Rome, October 2009. Jim . Earley. , URS Corporation. Michael Buss, Intergraph. Agenda. Introduction - Michael Buss . Business case for an integrated construction solution. Longevity 12. September 2016. Laura Hardy. A Balancing Act. Servicing demand at a price that works. Is reinsurer longevity capacity running out?. Global exposure currently supports local appetite . US mortality exposure $12trn Sum Assured**. Prepared by:. Ward Ching, Vice President, Risk Management Operations, Safeway, Inc.. Loren Nickel, FCAS, CFA, MAAA, Regional Director and Actuary, Aon Global Risk Consulting. RIMS Session ERM009. Where is it? . Part of the Windward Islands in the Lesser Antilles archipelago in the Caribbean Sea. Lies south-southeast of . Guadaloupe. and northwest of Martinique. Area is 750 square kilometres. Gene Chr Trait Associated with the Gene References SNP position coded _allele non_co ded_all ele exp_freq_c oded_allel info certainty Interleukin 6 (IL6) - 174 polymorphism) longevity14,18rs18007950 n . Security. Rashid Usman Ansari . AMU Centre Jangipur Murshidabad. . Source:. Investment Analysis and Portfolio Management.