Annual Glidepath Review Leads to Fixed Income Enhancements
Every year, we apply a consistent framework to review our target date strategy and assess its efficacy against the four critical savings risks: accumulation, volatility, inflation and longevity. Given the low interest rate environment’s impact on accumulation – now and in the future – we’re moving to optimize our fixed income exposure.
Fee compression, service bundling and firm aggregation are industry trends changing the way advisors do business — and the segments they serve.
Increasingly, staying competitive means broadening your market reach. To do so, consider how you can pivot your investment conversations toward different dimensions of value, or what we refer to as operational alpha.