Rethinking Portfolio Analysis

Mackenzie Investments
Alain Bergeron, MSc, CFA Laurence Kotlikoff, PhD, William Fairfield Warren Professor of Economics at Boston University Todd Mattina, PhD Allan Seychuk, MA, CFA

Each of us must decide how to build and invest our savings. People need to ensure that they have enough income and assets to maintain their living standard at a desired level through time. Traditional financial planning and portfolio management tools tend to focus on the tradeoff between expected returns and risk at a point in time. While these traditional tools provide important investing insights, we demonstrate that a more holistic life-cycle financial planning framework can help form better spending, saving and investment decisions and reduce living-standard risk through time.

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