Daniel N Ostrov

Santa Clara University

Professor

500 El Camino Real

Santa Clara, CA 95053

United States

SCHOLARLY PAPERS

5

DOWNLOADS
Rank 32,604

SSRN RANKINGS

Top 32,604

in Total Papers Downloads

1,428

SSRN CITATIONS

5

CROSSREF CITATIONS

2

Scholarly Papers (5)

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 560 (49,682)
Citation 6

Abstract:

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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 368 (82,831)

Abstract:

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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 253 (124,696)

Abstract:

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Dynamic asset allocation, goals, FinTech

4.

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 204 (153,760)
Citation 1

Abstract:

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systemic risk, networks, stochastic dynamics

5.

Dynamic Optimization for Goals-Based Wealth Management with Multiple Goals

Number of pages: 44 Posted: 14 Oct 2019
Santa Clara University, Santa Clara University - Leavey School of Business, Franklin Templeton Investments and Franklin Templeton Investments
Downloads 43 (425,572)
Citation 1

Abstract:

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