CDI Advisors LLC
A  New  Frontier  in  Asset  Allocation

Research

 

We are committed to a rigorous independent research program in the area of asset allocation and related topics. The following papers represent a partial list of our publications.

 

Mindlin, D. The Next "Free Lunches"

 

Mindlin, D. The Next Generation of Goal-Based Investing

 

Mindlin, D. The Fallacy of "To vs. Through" Glide Path Classification

 

Mindlin, D. On Exercises in Futility

 

Mindlin, D. Why Glide Paths Evolve: "Will-Do" Glide Paths

 

Mindlin, D. Why Glide Paths Evolve: "Expected-to-Do" Glide Paths

 

Mindlin, D. Commitment Driven Investing: Glide Paths

 

Mindlin, D. The Pitfalls of "Sequential Risk"

 

Mindlin, D. The Glide Path Assumption

 

Mindlin, D. The Glide Path "Takeoff"

 

Mindlin, D. On the Validity of Common Portfolio Return Assumptions

 

Mindlin, D. The Misconceptions of Retirement Risks

 

Mindlin, D. On the Value of Direct Investment Objectives

 

Mindlin, D. Commitment Driven Investing: The Essentials

 

Mindlin, D. Comments on EBSA Benefit Statements 7/8/13

 

Mindlin, D. Glide Path 2.0: The Next Generation

 

Mindlin, D. Outcome Valuation Of DC Plans

 

Mindlin, D. The Myths of "Marked-to-Market" Pension Accounting (the published version)

 

Mindlin, D. The Myths of "Marked-to-Market" Pension Accounting (the original version)

 

Mindlin, D. A Tale of Three Epiphanies

 

Mindlin, D. ASOP No. 4 Comments 5/31/2012

 

Mindlin, D. ASOP No. 27 Comments 5/29/2012

 

Mindlin, D. The Case For Annuities and Matching Bonds in Retirement Plans

 

Mindlin, D. LDI vs. CDI: Bitter Foes or Best Friends?

 

Mindlin, D. Present Values, Investment Returns and Discount Rates

 

Mindlin, D. On the Relationship between Arithmetic and Geometric Returns

 

Mindlin, D. The "Financial Economics" Debate

 

Mindlin, D. Principles of Optimal Glide Path Design

 

Mindlin, D. Commitment Driven Investing: A Foreword

 

Mindlin, D. Commitment Driven Investing: An Introduction

 

Mindlin, D. Commitment Driven Investing and Time Diversification

 

Mindlin, D. Is LDI Legal?

 

Mindlin, D. Is More Money Better?

 

Mindlin, D. The Case for Stochastic Present Values

 

Mindlin, D. "The Plan Sponsor's Goal" Revisited

 

Mindlin, D. In Support of the Weatherman

 

Mindlin, D. The Good, the Bad, and the Ugly of Pension Accounting

 

Mindlin, D. The Myth of the Liability Benchmark

 

Mindlin, D. Windmill Fighters in Potemkin Villages (full version)

 

Mindlin, D. Windmill Fighters in Potemkin Villages (published version)

 

Bonafede, J., Foresti, S., Mindlin, D. CDI: Pushing Beyond the LDI Horizon?

 

Bonafede, J., Foresti, S., Mindlin, D. Commitment-Driven Investing (CDI): LDI as We C It

 

Mindlin, D. The Role of the Policy Portfolio

 

Mindlin, D. Reaffirming Pension Actuarial Science

 

The following papers are available upon request (email to requestinfo@cdiadvisors.com).

 

Mindlin, D. Commitment Driven Investing, Part I: From Portfolio Returns to Required Assets

 

Mindlin, D. Commitment Driven Investing, Part II: CDI for DC Plans

 

Mindlin, D. On the Riskiness of Stocks and Oversized Shoes

 

Mindlin, D. Pension Protection Act 2006 and Asset Allocation

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