TD3.0 : What DC Plan Members Really Want
PRESS RELEASE : PENSON BREAKTHROUGH FOR THE REST OF US!
Target date or lifecycle funds are popular because they simplify decision making, but are blunt instruments in dealing with market risk and personal goals. We reengineer age based lifecycle funds making them more responsive to individual goals and to market conditions by structuring a dynamic risk based glide path that targets replacement income. We conclude that adjusting portfolio risk based upon progress towards a goal improves the likelihood of achieving a target income with lower expected risk than current lifecycle funds and other popular strategies.
PRESS CLIPPINGS
BENEFITS CANADA
2011-Aug08
Why Ottawa Should Allow ETFs in PRPPs
2011 May : Sep
PENSION INVESTING USING ETFs
PART 1 . PART 2 . PART 3
2009-Oct09
Target Date 3.0
BROCHURES
Target Date Funds 3.0 : Making It Personal . Une attention toute personelle