Work with David Blanchett | NotedSource
David Blanchett, PhD, is Adjunct Professor of Wealth
Management at The American College of Financial Services.
A world-renowned thought leader in the fields of wealth
management and retirement, Blanchett is a leading
contributor to the Wealth Management Certified
Professional® (WMCP®) designation program. In
addition to his role with The College, Blanchett is the
managing director and head of retirement research at QMA,
a division of Prudential Financial, and formerly
at Morningstar Investment Management, LLC. In
his roles, Blanchett works to enhance consulting and
investment services and conducts research primarily in the
areas of financial planning, tax planning, annuities, and
retirement.
https://cv.notedsource.io/me/DZJOXOYJ
David Blanchett
Current Director - PGIM (Formerly Prudential Investment Management); Adjunct Professor of Finance
Research Expertise
Pharmacology (medical)
Life-span and Life-course Studies
Organizational Behavior and Human Resource
Management
Geriatrics and Gerontology
Finance
Management of Technology and Innovation
Strategy and Management
Economics and Econometrics
Accounting
Experimental and Cognitive Psychology
Applied Mathematics
Numerical Analysis
Information Systems and Management
Business and International Management
About
David Blanchett, PhD, is Adjunct
Professor of Wealth Management at The American
College of Financial Services. A
world-renowned thought leader in the fields of
wealth management and retirement, Blanchett
is a leading contributor to
the Wealth Management Certified
Professional® (WMCP®) designation
program. In addition to his role with The
College, Blanchett is the managing director
and head of retirement research at QMA, a
division of Prudential Financial, and
formerly at Morningstar Investment
Management, LLC. In his roles, Blanchett
works to enhance consulting and investment
services and conducts research primarily in
the areas of financial planning, tax planning,
annuities, and retirement.
Legacy Map
Full ViewPublications
The 4 Percent Rule is Not Safe in a
Low-Yield World
SSRN Electronic Journal
2013
Alpha, Beta, and Now… Gamma
The Journal of Retirement
2013
Low Bond Yields and Efficient Retirement
Income Portfolios
The Journal of Retirement
2014
Exploring the Cost of Investing in
Socially Responsible Mutual Funds:
An Empirical Study
The Journal of Investing
2010
Financial Education, Advice, and
Retirement Planning
Designing Successful Target-Date
Strategies for Defined Contribution
Plans
2015
Types of Retirement Plans
CFP Board Financial Planning Competency
Handbook
2019
Sequence Risk: Managing Retiree Exposure
to Sequence Risk Through Probability of
Failure Based Decision Rules
SSRN Electronic Journal
2010
Strategic Planning
Water Distribution System
Monitoring
2009
Stock market liquidity and firm value☆
Journal of Financial Economics
2009
No Portfolio Is an Island
Financial Analysts Journal
2015
Low Bond Yields and Safe Portfolio
Withdrawal Rates
The Journal of Wealth Management
2013
Blanchett, Catherine Elise, (Cate), (born
1969), actress; Joint Artistic Director,
Sydney Theatre Company, 2008–13
Who's Who
2007
An Age-Based, Three Dimensional, Universal
Distribution Model Incorporating Sequence
Risk
SSRN Electronic Journal
2011
Equal Weighted Indices Versus Market
Capitalization Weighted Indices: Which
Index Provided the Best Risk Adjusted
Returns, the S&P 500 Equal Weighted or
the S&P 500 Capitalization Weighted
Index
Journal of Accounting and Finance
2022
The Effect of Advanced Age and Equity
Values on Risk Preferences
Journal of Behavioral Finance
2018
Appendix D: Useful Financial Planning
Formulas
Financial Advice and Investment
Decisions
2013
Asset Valuations and Safe Portfolio
Withdrawal Rates
SSRN Electronic Journal
2013
Journal of Financial Planning
The History of Financial Planning
2015
Optimal Portfolios for the Long Run
SSRN Electronic Journal
2013
Low Returns and Optimal Retirement Savings
Oxford Scholarship Online
2018
Building Efficient Income Portfolios
The Journal of Portfolio
Management
2015
Transition to Old Age (Superannuation) in
a 3-D, Age Based, Dynamic, Serially
Connected and Annually Recalculated
Retirement Distribution Model
SSRN Electronic Journal
2012
Allocating to a Deferred Income Annuity in
a Defined Contribution Plan
The Journal of Retirement
2015
Portfolio Delegation and 401(k) Plan
Participant Responses to COVID-19
Unknown Venue
2020
Donation Risk and Optimal Endowment
Portfolio Allocations
The Journal of Portfolio
Management
2014
Information Processing, Active Vs. Passive
Models of
Encyclopedia of Children, Adolescents,
and the Media
2007
Information Horizon, Portfolio Turnover,
and Optimal Alpha Models
The Journal of Portfolio
Management
2007
Financial planning for retirement:
investments other than pensions
Making Sense of Pensions and
Retirement
2018
Optimal Initiation of Guaranteed Lifelong
Withdrawal Benefit with Dynamic
Withdrawals
SIAM Journal on Financial
Mathematics
2017
Portfolio implications of job-specific
human capital risk
Journal of Asset Management
2016
Delaying Social Security Retirement
Benefits: The Bridge to Better Outcomes in
Defined Contribution Plans?
SSRN Electronic Journal
2022
Aktuelles Schlagwort
Sozial Extra
2010
Required Retirement Savings Rates Today
SSRN Electronic Journal
2016
Addressing Key Retirement Risks
The Journal of Retirement
2014
The Valuation Model for a Risky Asset When
Its Risky Factors Follow Gamma
Distributions
International Review of Finance
2016
Exploring the “Good Guys”:
An Empirical Study of Vanguard’s
Actively Managed Domestic Equity Mutual
Funds
The Journal of Investing
2010
Do Investors Consider Nonfinancial Risks
When Building Portfolios?
Financial Analysts Journal
2019
The effect of investment and withdrawal
horizons on myopic loss aversion
Applied Economics Letters
2018
Financial vulnerability affects four in
ten middle-income households
Unknown Venue
2019
Beyond the Glide Path:
The Drivers of Target-Date Fund
Returns
The Journal of Retirement
2018
Dynamic Choice and Optimal Annuitization
The Journal of Retirement
2015
Annuitized Income and Optimal Asset
Allocation
SSRN Electronic Journal
2017
Fund Flows, Momentum, and Mutual Fund
Performance
The Journal of Investing
2012
Is Buy and Hold Dead? Exploring the Costs
of Tactical Reallocation
CFA Digest
2011
Do Passive or Active Investors Make Better
Asset Allocation Decisions?
The Journal of Index Investing
2010
Historical Performance of ActiveBeta
Indexes
ActiveBeta Indexes
2010
ETF Trading Business: Assessing and
Providing Liquidity
The ETF Handbook
2010
LDI for Individual Portfolios
The Journal of Investing
2019
Save More Today:
Improving Retirement Savings Rates with
Carrots, Advice, and Nudges
The Journal of Retirement
2017
The Value of a Gamma-Efficient Portfolio
The Journal of Retirement
2018
Defaulting Participants in Defined
Contribution Plans into Annuities:
Are the Potential Benefits Worth the
Costs?
The Journal of Retirement
2016
Who Exhibits Time Varying Risk Aversion?
SSRN Electronic Journal
2016
Quantum Monte Carlo methods
A Guide to Monte Carlo Simulations in
Statistical Physics
2014
Guaranteed Income: A License to Spend
SSRN Electronic Journal
2021
The Value of Delayed Social Security
Claiming for Higher-Earning Women
SSRN Electronic Journal
2021
Minding the Gap in Subjective Mortality
Estimates
The Journal of Retirement
2021
Change Is a Good Thing
Financial Analysts Journal
2019
Time Weighted Arrival Deviation: Moving
from the Efficient Frontier towards the
Final Frontier of Investments
SSRN Electronic Journal
2011
Gaming the System:
The Impact of Morningstar Category
Changes on Peer Rankings
The Journal of Investing
2011
The Value of Professional Financial Advice
on Investor Behavior During the COVID-19
Pandemic
SSRN Electronic Journal
2022
Redefining the Optimal Retirement Income
Strategy
Financial Analysts Journal
2022
Defaults and Consumer Response to
Rainy-Day Funds: Evidence from 401(k)
Participants during the COVID-19 Pandemic
The Journal of Retirement
2022
The Shape of the Expected Equity Risk
Premium
The Journal of Investing
2022
Spending Elasticity and Optimal Portfolio
Risk Levels
SSRN Electronic Journal
2022
Practical Applications of Income Investing
in a Low-Yield Environment
Practical Applications
2022
ESG Fund Allocations Among New,
Do-it-Yourself Defined Contribution Plan
Participants
SSRN Electronic Journal
2022
Gender Diversity among Defined
Contribution Plan Administrators and the
Potential Impact on Retirement Outcomes
The Journal of Retirement
2022
Practical Applications of Minding the Gap
in Subjective Mortality Estimates
Practical Applications
2022
Does Advisor Channel Influence Passive
Fund Choice?
SSRN Electronic Journal
2022
Practical Applications of Do Advisors
Improve 401(k) Plans?
Practical Applications
2021
The Impact of Employer Defaults and Match
Rates on Retirement Saving
SSRN Electronic Journal
2021
Practical Applications of The Value of
Allocating to Annuities
Practical Applications
2021
Income Investing in a Low-Yield
Environment
The Journal of Wealth Management
2021
8 Activities on Both Sides of the Balance
Sheet
Basics of Accounting
2021
Do Advisors Improve 401(k) Plans?
The Journal of Retirement
2021
Foreign Revenue: A New World of Risk
Exposures
The Journal of Portfolio
Management
2021
Do Defaults Limit Consumer Response to
Rainy-Day Funds? Evidence from 401(k)
Participants During the COVID-19 Pandemic
SSRN Electronic Journal
2020
Life Annuities: From Immediate to Deferred
Retirement Income Recipes in R
2020
The Value of Allocating to Annuities
The Journal of Retirement
2020
Should Annuities be Purchased from
Tax-Sheltered Assets?
SSRN Electronic Journal
2019
Save more with less: The impact of
employer defaults and match rates on
retirement saving
FINANCIAL PLANNING REVIEW
2022
How competitive are income annuity
providers over time?
Risk Management and Insurance
Review
2021
Education
Texas Tech University
Ph.D, Finance
Lubbock, Texas, United States of
America
University of Chicago
MBA, Finance / 2010
Chicago, Illinois, United States of
America
University of Kentucky
BBA, Finance
Lexington, Kentucky, United States
of America
Experience
Prudential Investment Management
Managing Director / June, 2021 — Present
Morningstar
Head of Retirement Research / 2012 — 2021
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