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EDHEC-Risk Executive Education

New Frontiers in Retirement Investing Masterclass

16 October, 2017 - Milan, Italy

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.


"New Frontiers in Engineering, Marketing and Distribution of Retirement Investing Solutions" by Professor Martellini, Professor of Finance at EDHEC Business School and Director of EDHEC-Risk Institute

Individual investors preparing for retirement do not need investment products with alleged superior performance. They need investment solutions that could help them meet their meaningful goals, expressed in terms of minimum and target levels of replacement income in retirement, subject to a number of dollar and risk budget constraints. In a fast changing environment and in the face of an increasing responsibility for individuals and households to take care of their consumption needs in retirement, the necessity for the investment industry to evolve beyond standard product-based market-centered approaches and to start providing meaningful investor-centric retirement solutions has become more obvious than ever. This is a tremendous opportunity for asset managers to design and implement innovative forms of welfare-improving retirement investment solutions for their clients.

Key topics:

  • The retirement problem, an opportunity (to add value) for the investment management industry.
  • Shortcomings of existing retirement products for individuals in accumulation.
  • Goal-based investing principles applied to retirement investing.
  • Identifying and managing risk factors impacting retirement goals.
  • Benefits of factor investing and smart beta within retirement solutions.
  • Improved forms of retirement solutions for accumulation and transition phases.
  • Meeting the mass-customisation and mass-distribution challenges.
  • Impact of technology on the dialogue around retirement goals.

Focus on "Financing the Life Projects of Retired Individuals: Strategies and Products" by Professor Filotto, SDA Professor of Banking and Insurance at SDA Bocconi School of Management

Retired and senior citizens are generally considered by the financial industry as a natural target for retirement, investment and asset management products. This is certainly rational and appropriate and there is certainly a significant part of the senior population which is interested mainly, if not exclusively, in these kind of proposals.

Key topics:

  • Senior Finance: the lending side.
  • “Cessione del Quinto della Pensione" (wage and pension assignment loans), APE (early retirement loan), Reverse Mortgages.
  • Senior loans: a new asset class.


  • Tuition fee: EUR 600
  • Early Bird rate: EUR 560 - Available until 16 August, 2017
  • Alumni rate: EUR 420
  • Group rate (from 3 people): EUR 480
  • CFA member rate: EUR 510
Discounts are non-cumulative and may not be combined.


Enrollment Procedure:

The final deadline for enrollment is 26 September, 2017.

Enrollment requests received after the final deadline may be accepted. For information on this option, please contact Cristiana Testa (cristiana.testa@sdabocconi.it).

To aid the learning process, a limited number of participants can enroll in the programme. Priority will be given on the basis of the arrival date of the enrollment request form, which must be filled in, signed and sent to:

SDA Bocconi School of Management - Executive Education Open Programs Division
Via Bocconi, 8
20136 Milano
Fax +39 02 5836.6833
E-mail: cristiana.testa@sdabocconi.it


The Masterclass will be held at the SDA Bocconi School of Management, Via Bocconi 8, 20136 Milan, Italy.