As populations age, defined benefit plans give way to defined contribution schemes, and fiscal pressures mount, individuals face increasing responsibility for both funding and efficiently drawing down their retirement savings.
Join Yoram Lustig, Head of Global Investment Solutions, EMEA, and Eva Wu, Solutions Strategist, Global Investment Solutions, EMEA at T. Rowe Price, for an insightful session on how these structural trends are reshaping the investment challenges of decumulation.
In this session you’ll explore how global retirement trends are reshaping investor needs, identify the financial and behavioural factors that influence the decumulation phase, and discover a robust, configurable framework for designing and evaluating retirement-income strategies tailored to the UK market.
What you’ll gain:
- A clear understanding of the evolving retirement landscape
- Key considerations that drive effective decumulation decisions
- A practical, research-driven framework for delivering retirement income in the UK.
Who should attend:
This event is designed for professional investors seeking actionable insights into retirement-income planning.
Timings
Registration: 12:55
Event: 13:00 -13:50
Speaker
Yoram Lustig, CFA, Head of Global Investment Solutions, EMEA
Yoram Lustig is the Head of Global Investment Solutions, EMEA at T. Rowe Price. He chairs the UK and European Investment Committees and serves on the ESG Investing and Multi-Asset Steering Committees. With over 20 years of professional investing experience, Yoram has built and led multi-asset and solutions teams, designed institutional-grade investment processes, and developed commercially successful strategies across market cycles. He specialises in translating investment insights into actionable portfolios and helping clients navigate complex markets, pensions and retirement challenges.
Before joining T. Rowe Price in 2017, Yoram held senior leadership roles at AXA Investment Managers, Aviva Investors and Merrill Lynch. He began his career as a lawyer. A published author, Yoram holds a law degree from Tel Aviv University and an MBA from London Business School. He is a CFA charterholder, a Professional Risk Manager (PRM), and holds the Diploma in Retirement Provision (DRP) from the Pensions Management Institute.
Eva Wu, CFA, Solutions Strategist, Global Investment Solutions, EMEA
Eva Wu is a Solutions Strategist for Global Investment Solutions, EMEA at T. Rowe Price, where she focuses on multi-asset research, client portfolio construction, and retirement solution design. Her investment experience began in 2016, and she has been with T. Rowe Price since 2021. Eva earned a Master’s in Investment and Wealth Management from Imperial College London and a Bachelor’s in Finance from Shanghai University. She holds the CFA designation.
Before joining T. Rowe Price, Eva held research and portfolio-focused roles in the asset management industry, including Fidelity International, contributing to multi-asset investment processes, analytical frameworks, and client portfolio insights. Her experience spans macroeconomic research, quantitative modelling, and asset-allocation analysis, supporting investment teams and clients across a range of market environments.
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