WEBCASTS

Are you investing like it’s 2009?

Are you investing like it’s 2009?

If you’re not taking factors into consideration, your plans may be positioned for yesterday’s market cycle — not tomorrow’s. Invesco Global Solutions Team has found that many DC plans are positioned for bull markets and low volatility, and are exposed to the risk of higher volatility and early cycle downturns.

The Road to Success in TDF Selection: Get Past the Bull

The Road to Success in TDF Selection: Get Past the Bull

The bull market seems to be running on fumes, but it’s left its mark on target-date fund evaluation. Methodologies relying on past performance overlook the dramatic influence of market beta in recent years. As a result, we again see the industry turn toward excessive risk-taking. The tremendous increase in the number of participants close to retirement and relying on TDFs means a market correction could be devastating.

Bonds Are Different: Resolving the Active vs. Passive Debate

Bonds Are Different: Resolving the Active vs. Passive Debate

Don’t Let Average be Your Benchmark.

Active bond managers have outperformed passive over the last ten years in a variety of market conditions.* The more challenging the market environment, the more investors need an active approach to help them achieve their objectives.

Engaging participants: Research and resources for DC plan advisors

Engaging participants: Research and resources for DC plan advisors

Looking for creative ways to help plan sponsors address one of their top three challenges… employee engagement? Join Invesco along with our partners MassMutual and Empower as we explore our NEW defined contribution participant language research, plus tips to help enhance participant engagement through education.

Innovating to Address the Unarticulated Needs of Participants

Innovating to Address the Unarticulated Needs of Participants

As participants age, their financial needs and contexts evolve. While early-career participants may be treated as a more homogenous group, late-career participants’ situations become more unique and more complex. However, many participants are not aware of exactly what their changing retirement planning needs are. In the spirit of seeking better outcomes, we ought to consider how to meet these often unarticulated needs. That’s what innovation is all about.

Why invest in average? Five truths about benchmark investing

Why invest in average? Five truths about benchmark investing

Need ideas to help educate plan sponsors on blending active and passive investments in their DC plan? This webcast highlights five simplistic conclusions — or “investment myths” — about passive, broad-market, cap-weighted benchmark strategies to help you discuss active and passive investing with plan sponsors. At Invesco, we believe that a wide variety of strategies can play a role in a well-constructed, high-conviction retirement plan, but it’s important to base investment decisions on facts, not myths.

Target Date Funds: A Monitoring Roadmap

Target Date Funds: A Monitoring Roadmap

CE Credit Webcast: Target-date funds (TDFs) continue to be the qualified default investment alternative (QDIA) of choice for most retirement plans, and many plans have kept the same fund suite in place since the QDIA regulation was adopted. However, the nature of target-date fund construction means that the ongoing evaluation of such funds is difficult. As Advisers try to build scale and efficiencies in their practices, they need tools and support to navigate the complexities of a target date funds monitoring process.