When financial wellness works, we all benefit. It's what Prudential calls "The Wellness Effect." This paper presents Prudential's unique perspectives on financial wellness, along with best practices for implementing financial wellness solutions.
The S&P Shift to Retirement Income and Decumulation (STRIDE) Index Series incorporates an innovative risk management framework focused on providing increasing levels of clarity and stability around sustainable annual consumption in retirement. This paper tests S&P STRIDE’s approach to consumption risk management and asset allocation over the period 2003 to 2016.
Is your DC plan ready for the shift from saving to retirement spending? As today’s employees retire, they will increasingly want (and need) assistance to translate their retirement assets into income. Explore how DC plans can help provide a solution.
Disruptive forces across markets, industries and global demographics are driving new thinking and opportunities for investors. Our Investment Quarterly magazine analyses the trends and how investors can capitalize on them.
Can factor investing help target date funds achieve their objectives? Explore how carefully selected smart beta exposures can be implemented within the glidepath to seek additional return for younger participants and reduced volatility near retirement.
Arguments against the ability of active strategies to outperform market benchmarks fail to differentiate the many active management approaches available to investors. A recent ClearBridge analysis identifies turnover rate and number of holdings as determinants of performance among active strategies.
The Participant Magazine, State Street Global Advisors Defined Contribution flagship publication, takes a deeper look at longevity in this special issue. It explores how increasing human life spans are creating new opportunities and challenges for retirement savers.
A Northern Trust sponsored survey of 200+ asset managers and investors reveals evolving priorities around transparency and risk, as well as a need for industry consensus with regard to governance. Gain insights into alternatives and download the paper today!
This paper examines the philosophical and fundamental underpinnings for the creation of the WisdomTree fundamentally weighted Indexes, showcases the impressive performance track record generated, indicates the factors we believe drove performance, and concludes with how we think these strategies fit into the U.S. equity market context today.
With the significant improvement of human lifespan, traditional retirement thinking does not adequately take into account the need for providing for the tail end of the lifespan in the form of a stable stream of retirement income.
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