Study Suggests Private Equity Should be a Consideration in TDFs
The research paper not only illustrates potential return characteristics and diversification benefits, but also offers allocation strategies to guide investment decision making.
Tag: balanced funds
Ups, Downs of Balanced Funds
Just 8.9% of plans employ these funds as their default investment
TDFs Particularly Popular Among Younger Investors
Sixty-four percent of participants in their 20s own a TDF.
Using Data to Determine the Best QDIA for Your Clients
A paper from Morningstar Investment Management lays out a framework for advisers and plan sponsors to determine the qualified default investment alternative (QDIA) that is the best fit for a plan's demographics.