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Events

WEBINAR

Sizing Up Target Date Funds

Target date investment specialist Rich Lang and senior defined contribution specialist Toni Brown review effective ways to assess target date funds.

During the webinar, they discuss:

  • Standards and metrics that intermediaries, advisors and plan sponsors can use to compare target date funds
  • Solutions to the challenge of comparing risks and returns among target date funds with very different glide paths and asset allocations
  • Methods to evaluate how effectively target date funds are balancing longevity risk (outliving assets) with market risk (volatility)

Date
Tuesday, Oct. 07, 2014
Duration
60 minutes

Featured Speakers

Rich Lang Investment Specialist
Toni Brown
Toni Brown, CFA Senior Defined Contribution Specialist
Thomas Rose
Thomas W. Rose Relationship Manager

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.