A SAMPLE STATEMENT OF INVESTMENT PRINCIPLES STATEMENT OF INVESTMENT PRINCIPLES FOR THE ABC PLAN
16 CHAPTER 11: Liability-Driven RoboAdvice and the Development and Digitisation of the Industry WEALTHTECH: HOW WEALTH MANAGERS AND THEIR CLIENTS ARE EMBRACING NEW TECHNOLOGIES FROM WEALTHTECH TO ROBO-ADVICE A BRIEF INTRODUCTION TO ROBO-ADVICE ADVICE OR GUIDANCE: ROBO-ADVICE OR PARTIALLY AUTOMATED DIGITAL GUIDANCE FURTHER DEVELOPMENTS IN LDI WHAT IS CASH FLOW-DRIVEN INVESTMENT? THE EVOLUTION OF LDI
17 Index
List of Tables
1 Chapter 4TABLE 4.1 The drag on returns from higher costs
2 Chapter 5TABLE 5.1 A Comparison: The Asset Managers and The Asset Gatherers
3 Chapter 6TABLE 6.1 LIBORTABLE 6.2 The Inflation Swap Market
4 Chapter 7TABLE 7.1 The cost of a long dated cashflow
5 Chapter 9TABLE 9.1 The hypothetical return expectations and objectives of an investor ...TABLE 9.2 Suggested Portfolio Composition for the Gilts + 125 target
List of Illustrations
1 Chapter 1FIGURE 1.1 Assets vs. Liabilities
2 Chapter 5FIGURE 5.1 Asset Allocation
3 Chapter 6FIGURE 6.1 The mechanics of an inflation swap
4 Chapter 9FIGURE 9.1 Sample investment universe
Guide
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