DCIIA's 2022 Innovation Forum

Presentation

This year’s DCIIA Innovation Summit will take place on 2 March, and will discuss disruptive trends that will shape the retirement and investment industries in the future.

The Defined Contribution Institutional Investment Association (DCIIA) is a non-profit association dedicated to enhancing the retirement security of America’s workers. DCIIA fosters a dialogue among the leaders of the defined contribution community who are passionate about improving defined contribution outcomes. DCIIA’s diverse group of members include investment managers, consultants and advisors, law firms, record keepers, insurance companies, plan sponsors and other thought leaders who are collectively committed to the best interests of plan participants.

Topics being considered include:

Innovations in ESG
Unlocking the Treasure Trove of Data
Mass Customization and Personalization
Direct Indexing
Innovations in Retirement Income
Blockchain
The Future Voice of DC

Shahyar Safaee, Research Director and Head of Business Development at EDHEC-Risk Institute, will participate in the roundtable session on Innovations in Retirement Income, together with:

Vincent Manning, Global Trust Company
Dave Paulsen, Annexus
Moderation: Angela Montez, Evershed Sutherland

Shahyar SAFAEE, Research Director and Head of Business Development at EDHEC-Risk Institute.

View the full programme

Shahyar will discuss the use of a new risk-free asset – the Retirement Bond – in decumulation strategies employed by DC plan participants in the first 20 years after their retirement. Participants could add the Retirement Bond to their decumulation portfolio to secure a given level of retirement income and efficiently take incremental risk to grow their retirement income.

EDHEC-Risk view the Retirement Bond as the fixed-income building block currently missing in standard decumulation solutions (e.g. target-date funds, balanced funds) offered by DC plans. Its introduction as a substitute for the standard fixed-income portfolios currently used in decumulation would significantly improve the risk/return tradeoff with respect to retirement income for plan participants.

Further information on the forum can be found on the Defined Contribution Institutional Investment Association (DCIIA) Website.

Date

Wednesday 02/03/2022 - Wednesday 02/03/2022

Place

Charlotte, North Carolina

About EDHEC

Operating from campuses in Lille, Nice, Paris, London and Singapore, EDHEC is one of the world’s top 15 business schools. Fully international and directly connected to the business world, EDHEC commands a strong reputation for research excellence and the ability to train entrepreneurs and managers capable of breaking new ground. EDHEC functions as a genuine laboratory of ideas and produces innovative solutions valued by businesses. The School’s teaching is inspired by its research work and a focus on “learning by doing”, all with the aim of equipping people with the skills to succeed in business.

About EDHEC-Risk Climate Impact Institute

Marking the priority assigned by the School to sustainability issues and building on its research programmes exploring the relationships between climate change and finance, EDHEC-Risk Institute became EDHEC-Risk Climate Impact Institute in October 2022. The Institute's mission is to help private and public decision-makers manage climate-related financial risks and make the best use of the financial tools available to transition to low-emission and climate-resilient economies. The Institute’s research programmes explore the relationships between climate change and finance and our key ambition is to become a leading academic reference point for long-term investors, helping them to manage the asset-pricing implications of climate change as well as mitigation and adaptation efforts.