Daniel N Ostrov

Santa Clara University

Professor

500 El Camino Real

Santa Clara, CA 95053

United States

SCHOLARLY PAPERS

7

DOWNLOADS
Rank 26,756

SSRN RANKINGS

Top 26,756

in Total Papers Downloads

2,611

SSRN CITATIONS
Rank 37,853

SSRN RANKINGS

Top 37,853

in Total Papers Citations

15

CROSSREF CITATIONS

5

Scholarly Papers (7)

1.

A New Approach to Goals-Based Wealth Management

Number of pages: 34 Posted: 12 Feb 2018
Santa Clara University - Leavey School of Business, Santa Clara University, Franklin Templeton Investments and Franklin Templeton Investments
Downloads 1,043 (29,470)
Citation 14

Abstract:

Loading...

goals, wealth management

2.

Constructing Tax Efficient Withdrawal Strategies for Retirees with Traditional 401(k)/IRAs, Roth 401(k)/IRAs, and Taxable Accounts

Number of pages: 41 Posted: 17 May 2019
James DiLellio and Daniel N Ostrov
Pepperdine University - Graziadio School of Business and Management and Santa Clara University
Downloads 556 (68,518)
Citation 1

Abstract:

Loading...

retirement income, tax efficiency, optimization

3.

Dynamic Portfolio Allocation in Goals-Based Wealth Management

Number of pages: 28 Posted: 31 Jul 2018
Santa Clara University - Leavey School of Business, Santa Clara University, Franklin Templeton Investments and Franklin Templeton Investments
Downloads 473 (83,591)
Citation 6

Abstract:

Loading...

Dynamic asset allocation, goals, FinTech

4.

Dynamic Optimization for Multi-Goals-Based Wealth Management

Number of pages: 50 Posted: 14 Oct 2019 Last Revised: 23 Jan 2021
Santa Clara University, Santa Clara University - Leavey School of Business, Franklin Templeton Investments and Franklin Templeton Investments
Downloads 258 (162,421)
Citation 1

Abstract:

Loading...

goals-based wealth management, multiple goals, dynamic programming, optimal portfolio

5.

Dynamic Systemic Risk Networks: A Note

Number of pages: 38 Posted: 08 Feb 2017 Last Revised: 28 May 2017
Sanjiv Ranjan Das, Seoyoung Kim and Daniel N Ostrov
Santa Clara University - Leavey School of Business, Santa Clara University and Santa Clara University
Downloads 220 (189,198)
Citation 2

Abstract:

Loading...

systemic risk, networks, stochastic dynamics

6.

Combining Investment and Tax Strategies for Optimizing Lifetime Solvency under Uncertain Returns and Mortality

Number of pages: 33 Posted: 18 Feb 2021
Santa Clara University - Leavey School of Business, Santa Clara University, Franklin Templeton, Franklin Templeton Investments and Franklin Templeton Investments
Downloads 61 (469,513)

Abstract:

Loading...

Goals-based investing, dynamic programming, retirement planning, tax optimization

7.

Optimal Goals-Based Investment Strategies For Switching Between Bull and Bear Markets

Journal of Wealth Management, Forthcoming
Posted: 18 Feb 2021 Last Revised: 25 Oct 2021
Santa Clara University - Leavey School of Business, Santa Clara University, Franklin Templeton, Franklin Templeton Investments and Franklin Templeton Investments

Abstract:

Loading...

Regimes, goals-based investing, dynamic optimization, uncertainty