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Understanding Asset Classes

…willing to accept the risk of not keeping up with inflation; or to balance a more aggressive portfolio. WHAT ARE ASSET ALLOCATION FUNDS? Strategy, or Asset Allocation funds, buy more than one asset category to reduce risk through diversification. As stock prices and bond interest…

Target Date Funds

…an individual and invest in a combination of US stocks, US bonds, and international stock index funds. Assets are allocated among these index funds according to a pre-determined asset allocation strategy. The TDFs automatically rebalance to a more conservative strategy as the target retirement date…

Navigating the New Defined Benefit Pension Plan Landscape

…market rates, the real funding shortfall will decrease as interest rates rise further. So what is the best strategy for investing your defined benefit plan assets? There are two approaches: the total return investment strategy, and the liability-driven investment strategy. The first, more typically seen…

Portfolio Rebalancing in the Recent Market Environment

asset allocation and quantitative stock screening for mutual fund products. Prior to Mr. Slade’s tenure at Citigroup, he was an Investment Manager at NYNEX Asset Management (now Verizon). At Verizon, Mr. Slade was responsible for asset allocation and planning for its $15 billion Defined Benefit…

Portfolio Rebalancing in the Recent Market Environment-Revisited

…the percentage of the portfolio in the higher performing asset class(-es) and increasing the percentage in the underperforming asset class(-es), in order to maintain one’s desired target asset allocation. Rebalancing can be done either on a calendar basis (monthly, quarterly, and annually) or when a…

Asset Allocation

Asset Allocation Learn more about asset allocation and why it is key to building your investment strategy. Asset Allocation – What’s The Right Asset Allocation For You? It’s All About the Asset Allocation Mix Asset Allocation: Make It The Secret of Your Success What’s The…

Pensions, Retirement and Markets: 5 Questions for 2018

…economic and financial market blogs to Pentegra’s Talk to a Specialist website and the financial media. Prior to joining Pentegra, Mr. Slade was a Senior Quantitative Analyst at Citigroup Asset Management, providing asset allocation and quantitative stock screening for mutual fund products. Prior to Mr….

How Does A Cash Balance Plan Work?

…the sum of the annual participant account allocations. For example, an overfunded plan may have no required employer contributions for a given year, despite the current year allocations. Although allocations are credited to individual hypothetical accounts, actual plan assets are commingled for investment purposes. Since…

Plan Audits

…Labor also requires small plans who have less than 95% of their assets in “qualifying assets” to obtain an audit, unless those assets are adequately covered by an ERISA fidelity bond. A qualifying plan asset is generally one that is easily transacted on a public…

Asset Allocation

Asset Allocation Think of asset allocation as the starting point for building your portfolio. Learn more about asset allocation and how it’s key to building your investment strategy. Asset Allocation: Make It The Secret of Your Success What’s The Right Asset Allocation For You? Asset

Asset Allocation

Asset Allocation Think of asset allocation as the starting point for building your portfolio. Learn more about asset allocation and how it’s key to building your investment strategy. Asset Allocation: Make It The Secret of Your Success What’s The Right Asset Allocation For You? Asset

Bond Fund Investing 101

A blog by Scott Stone, CFA, FLMI Senior Vice President & Chief Investment Officer Bonds can be an important component of a portfolio’s asset allocation strategy. Understanding the nuances among the different types of bonds and the role they play in portfolio composition is key…