Multi Asset

Target date funds should be designed not just to maximize wealth accumulation during a participant’s career; they should also protect that wealth as the participant approaches and enters retirement. Here are three reasons why the glide path design of target date funds matters.

Weak global growth for the year ahead appears almost certain. The outlook for capital markets is anything but.

Looking ahead at the next decade of risks and returns in the markets

For all the gloomy talk about the economy in 2023, stabilizing interest rates could be a bright spot for investors. But with imbalances lurking in the shadows, 2023 could be the year for higher-quality bonds, select large- and small-cap stocks, and private-market investments.

Our long-term return expectations for capital markets serve as key inputs into our strategic asset allocation process for multi-asset portfolios and provide context for shorter-term forecasting.

Collective investment trusts (CITs) offer many benefits to defined contribution plan sponsors — and, ultimately, to plan participants — but misconceptions about them persist.

Target date funds (TDFs) have traditionally consisted of either actively or passively managed portfolios.

The outlook for stocks and bonds given the expected paths of economic growth and interest rates.

This paper presents a glide path design process that seeks to maximize the probability of successful retirement by factoring plan participant profiles into investment decisions.