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The Sortino Framework for Constructing Portfolios by Frank A. Sortino

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Index
0-9, and symbols
401(k) plans
adjustments and calculated output
77–78
background
67–69
conventional, vs. DTR 401(k) plans
74t
core elements
68
DB-like plan
67, 74–75, 77
DTR approach
70, 71–78, 100–101
evaluating effectiveness of
70
goal of 75% of preretirement income
71, 75, 78
goals and objectives
70–72
Harken and Kohl bill (proposed legislation)
70
immunization strategies
71–72
income replacement ratio
70
lifestyle funds
69, 73, 80
managed accounts
69, 98
market funds
72
maximizing upside potential ratio
71–72
participant-driven defined benefit plans
73–78
performance measurement
81
potential conflicts
72
problems with
68, 69
recommendations for consultants
81
recommendations for plan sponsors
80
recommendations for regulators
79–80
solutions for problems ...

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