Get Indexology® Blog updates via email.


Tag Archives: glide path

Feb 16, 2021

Income-Focused Strategy Indices Show Resilience in 2020 (Part 2)

In part 1 of this blog, we saw how falling real interest rates reduce the retirement income a given account balance can support. In part 2, we focus on how interest rate risk may potentially be managed through an income-focused asset allocation. The S&P STRIDE (S&P Shift to Retirement Income and Decumulation) indices measure the…

READ

Jun 9, 2020

The Target Date Industry Needs Appropriate Benchmarks

Target date funds have seen tremendous growth. At the end of 2019, assets in target date mutual funds reached nearly USD 1.4 trillion, impressive growth from USD 256 billion a decade ago.[1] Other than a brief dip in the fourth quarter of 2018, the growth of assets has been fairly stable with an upward trajectory…

READ

Feb 26, 2018

Spending Too Little In Retirement?

Yes, you read that right.  You might not be spending enough in retirement.  It seems impossible after rigorously following savings plans during the course of your career in order to achieve that golden nest-egg to provide just what you need to retire.  However, a problem arises when “what you need to retire” might not be…

READ


Get Indexology® Blog updates via email.

Indexology® Blog
Contributors

SEE ALL