Investments & Wealth Strategy Forum 2023 - New York City
Speaker & Session Information
Decumulating With Goals-Based Portfolio Construction
Presented by Alex Hagmeyer
Senior Director Quantitative Research, SS&C ALPS Advisors
November 29, 2023 2:30 - 3:20 p.m.
During the peak earnings growth years for baby boomers between 1980 and 2012, the planning industry was focused on helping clients grow their wealth. But as this cohort rapidly enters retirement, income and decumulation become the focal points of their financial planning strategies. The interaction between asset allocation decisions and income goals becomes increasingly critical during this period as sequence-of-returns risk can offset account balances and client expectations.
Learning Objectives
• Identify asset allocation strategies to reduce uncertainty for households pursuing both income and legacy goals • Integrate a decumulation household’s goal specification directly into a dynamic portfolio construction process • Understand and communicate the benefits of plan adjustment in a goals-based context
Speaker Bio
Alex Hagmeyer Senior Director Quantitative Research, SS&C ALPS Advisors
Alex Hagmeyer has more than 15 years of investment experience and serves as senior director of quantitative research with SS&C ALPS Advisors. In this role, Hagmeyer is responsible for model portfolio construction, proposal technology and other advisor tools. Before joining SS&C ALPS Advisors, Hagmeyer served for more than seven years as vice president, quantitative research at Franklin Templeton Investments, where he worked with multiple investment teams to build bespoke portfolio management tools ranging from factor analysis to portfolio construction and risk management. Before joining Franklin Templeton, Hagmeyer worked for six years as a senior quantitative analyst for Quantitative Services Group (now S&PGlobal), focusing on global stock selection models and transaction cost analysis. Hagmeyer graduated from Miami University with a BA in microbiology and Minor in molecular biology.
