Building Retirement Portfolios With A Liability-Driven-Investing Approach To Manage Sequence Of Return Risk

Nerd's Eye View

My guest on today's podcast is Mark Asaro. Mark is the Chief Investment Officer of Noble Wealth Management, an RIA based in Greenwood Village, Colorado, that oversees $320 million in assets under management for 160 client households.

In this episode, we talk in-depth about Mark's approach to implementing Liability-Driven Investing, or LDI, which involves understanding a client's year-by-year retirement spending needs and then creating an asset allocation designed to generate sufficient income to meet these specific spending liabilities as they come due, how leveraging an LDI approach allows Mark to illustrate to his clients the investment income that will cover their early spending needs so they won't have to worry about selling assets during a market downturn, and how Mark's LDI approach has helped him to attract more risk-averse clients who aren't comfortable with the more 'traditional' approach to retirement portfolios… and then helps those clients get comfortable to actually spend more in retirement in the process.

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