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New Frontiers in Retirement Investing Masterclass

Monday, October 16, 2017 - 09:00
Conducted by: 
EDHEC Business School and SDA Bocconi School of Management
Caroline Prevost

EDHEC Business School is proud to present a new international initiative offered jointly with SDA Bocconi School of Management: the Masterclass on New Frontiers in Retirement Investing.

The workshop focuses on the topic of Retirement Investing, drawing on the latest academic research with practical relevance. The two pillars of the financial debate on retirement needs - funding and investments - are analysed in depth by experts from two leading European business schools. The workshop also includes a roundtable discussion where regulators and investment managers will exchange their perspectives on the topic.


The morning session will be conducted by Professor Filotto, Professor of Banking and Insurance at SDA Bocconi School of Management:

Financing the life projects of retired individuals: strategies and products

  • Senior finance: the lending side
  • "Cessione del Quinto della Pensione": wage and pension assignement loans
  • The "BEE (i.e. APE)": financing early retirement
  • The Italian market for reverse mortgages

The afternoon session will be conducted by Professor Martellini, Professor of Finance at EDHEC Business School and Director of EDHEC-Risk Institute:

Retirement investing solutions for individuals in accumulation

  • The retirement problem, an opportunity (to add value) for the financial industry
  • Shortcomings of existing retirement products for individuals in accumulation
  • Goal-based investing principles applied to retirement investing
  • Improved forms of retirement solutions
  • Meeting the mass-customisation challenge
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