Panel Discussion: Investment-Related Issues —Target Date Funds as QDIAs; Which Glidepath is Right...
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Partner Conference 2014 Target Date Funds Panelists: John Doyle - American Funds | Jerome Clark – T. Rowe Price Matthew Brancato – Vanguard | Moderated by: Gregory Woods – BPAS
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Transcript of Panel Discussion: Investment-Related Issues —Target Date Funds as QDIAs; Which Glidepath is Right...
Partner Conference 2014
Target Date FundsPanelists:
John Doyle - American Funds | Jerome Clark – T. Rowe PriceMatthew Brancato – Vanguard | Moderated by: Gregory Woods – BPAS
Partner Conference 2014
Agenda
I. Introduction of Panelists
II. Brief description of Panelist funds
a. Ideology behind the allocation and glidepath
b. Equity Exposure at 65 years old
c. Asset Mix at Landing Point
d. Asset Allocation Decisions
Partner Conference 2014
Agenda
III. Differentiation and Diversificationa. Tactical vs Strategic and Active vs Passive
b. Fixed Income Exposure throughout Glidepathi. Where is the Income being generated? Risk?ii. Diversification – Foreign/EM Debt? High Yield?
IV. Critical Nature of Getting these Funds Righta. ~70% of retirement asset flows will be to TDFs by 2016b. Safeguards in case ’08 -’09 happens againc. What Innovations/Changes On the Horizon
Partner Conference 2014
American Funds Target Date Retirement Series
Partner Conference 2014
T. Rowe Price Retirement Series
Partner Conference 2014
Vanguard Target Retirement Series
Partner Conference 2014
Questions?
