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Clients sometimes have only a hazy understanding of the rationale behind their stock, bond, and cash allocation. The nuances of classic modern portfolio theory, asset allocation, and standard deviations can hardly be called intuitive concepts, especially for retirees. Dedicated portfolios provide a powerfully intuitive way to bring precision to the asset allocation decision. Coupled with lifetime planning, the asset dedication process can provide protected income streams over personal time horizons and lead to allocations that clients easily understand.
About the Speaker
Dr. Stephen Huxley
Asset DedicationA recognized expert in finance, investing and economics, Dr. Stephen Huxley has more than 35 years of experience researching and applying decision theory to real world problems. His prize-winning research in scheduling led to the development of the Asset Dedication approach, which applies a time- and goals-based approach to asset allocation. Stephen is a tenured Professor of Decision Sciences at the University of San Francisco, where he has taught in the School of Business and Management since 1973. Stephen holds a doctorate in economics from the University of California at San Diego and an undergraduate degree in business and statistics from Ohio State University.
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