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Each year, our Defined Contribution Investment Group conducts a comprehensive review of our target retirement strategies, reassessing the capital market expectations and demographic assumptions that underpin the glidepath, while also evaluating new asset classes and investment themes for inclusion in investor portfolios.
The process follows a consistent and transparent three-pronged framework:
While in past years we have concentrated on a single asset class, this year we will focus on three areas of adjustment. For a full copy of the report, click here
The coming year poses a unique set of changes, as we will merge our 2015 Fund with the Target Retirement Income Fund and open the 2065 Fund for the next generation of retirement savers. Concurrent with these changing vintages, we plan to implement enhancements to the glidepath that balance key risks participants face by fine-tuning our inflation protection allocation and improving return expectations for younger participants.
Figure 1: Evolving a Glidepath that Balances Long-Term Returns and Key Risks