U.S. regulator seeks comment on IAC’s proposal for funds to illustrate their “glide path”
Paul Kaplan, director of research for Morningstar Canada, answers the question, "In this low interest rate environment, don't target-date funds systematically move investors into a lower return asset class?" Kaplan asserts that target-date funds are a buffer to equity risk and discusses their use as part of a fixed income strategy in portfolio construction. Kaplan spoke at the Morningstar Investment Conference 2013 in Toronto.
With the maturing date of RBC Target 2013 Corporate Bond Index ETF approaching, investors need to plan ahead
Only half feel their investments are aligned to support events such as marriage, the purchase of a home and retirement
Risk-based strategy aims to provide pension benefits similar to government DB plans
Expands Comfort Portfolios line-up
Investors can choose from six target end date funds each with a different time horizon
Research paper supports the idea of a glide path that continues to evolve beyond retirement
Agreement gives plan sponsors a choice between two different target date solutions
Porfolios feature “Reserve Balance” capital protection program