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DC Solutions Series: Defensive Equity, Part 2

February 15, 2017 - Maxwell Freccia Matthew Rauseo Daniel Villalon

In part two of this two-part series, we focus on the implementation of a defensive equity strategy within the context of a DC retirement plan.

Journal Article

How Much Should DC Savers Worry About Expected Returns?

August 3, 2016 - Antti Ilmanen Matthew Rauseo Liza Truax

DC savings analyses typically anchor on long-term stock and bond returns when estimating retirement income.