BUILDING RETIREMENT RESILIENCE

New year, new market regime

What are the structural forces we see defining this new investment regime? And how can they help inform retirement plan strategies in the new year and beyond?

 

We outline the four plan actions to help prepare retirement portfolios for the road ahead.

Read our 2024 outlook Read our 2024 outlook
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RE-EXAMINING PLAN MENUS

Consider these four plan actions

Seek consistent alpha
Seek consistent alpha

Seek consistent alpha

Generating consistent returns over long investment horizons often requires both the toolkit and skill to adapt to different regime.

Re-think fixed income
Re-think fixed income

Re-think fixed income

We believe signs of market vulnerabilities and ongoing economic uncertainties argue for increased focus on diversification and flexibility within fixed income exposures.

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Integrate AI insights

Integrate AI insights into investments

Our take on the way Artificial Intelligence (AI) will shape retirement plan portfolios is straightforward, with long-term implications and potential to improve financial outcomes.

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Search for certainty

Search for certainty

According to our Read on Retirement™ survey, plan sponsors on the whole feel responsible for helping their savers generate income. Confidence in their ability to do so, however, has declined.

Read our 2024 outlook. Read our 2024 outlook.

Build better DC core investment menus

In this changing landscape, sponsors can optimize participant outcomes by revisiting the core investment menu. Explore options from active equity to index funds, charting a resilient financial future.

Explore our core investment menu fund options Explore our core investment menu fund options

Download the 2024 outlook to learn more

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