- Filter By
-
Topic (${ Topics.length })
-
-
Type (${ ContentTypes.length })
-
Contributor (${ Contributors.length })
- Relevance
- Newest
- Oldest
White Paper
Rethinking DC Portfolio Diversification
August 25, 2023
We make the case for an allocation to liquid alternatives as a viable and versatile complement to existing DC portfolios.
White Paper
Intelligent Risk Taking: How to Secure Retirement in a Low Expected Return World
August 15, 2017
We examine the rate of return needed to deliver a comfortable retirement based on current savings rates as well as intelligent ways to construct portfolios to achieve this rate of return.
DC Solutions Series: Defensive Equity, Part 2
February 15, 2017
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
Defined Contribution Retirement Plans Should Look and Feel More Like Defined Benefit Plans
January 15, 2017
Defined contribution (DC) plans have, to this point, delivered uneven and sometimes inadequate results.
Journal Article
How Much Should DC Savers Worry About Expected Returns?
August 3, 2016
DC savings analyses typically anchor on long-term stock and bond returns when estimating retirement income.
Journal Article
Balancing on the Life Cycle: Target Date Funds Need Better Diversification
July 1, 2016
Traditional life-cycle strategies have some serious shortcomings.
DC Solutions Series: Defensive Equity, Part 1
June 1, 2016
In part one of this two-part series, we focus on the intuition behind defensive equity and present evidence for its efficacy as part of an effective defined contribution retirement plan.
DC Solutions Series: Trend Following Strategies in Target-Date Funds
January 27, 2016
We focus on the need for target-date funds to better protect against losses during equity market drawdowns and to better diversify. We suggest incorporating trend following as a potential solution, which may mitigate the problems caused by equity risk concentration.
Journal Article
U.S. Corporate DB Pension Plans — Today’s Challenges
January 8, 2016
This article, coauthored by asset-liability-management pioneer Marty Leibowitz of Morgan Stanley and Antti Ilmanen of AQR Capital Management, analyses the many challenges U.S.
Real Assets in Target-Date Funds
September 18, 2015
Target-date funds have become popular defined contribution investing vehicle. We believe, however, several shortcomings should be addressed to more reliably maximize retirement outcomes and we suggest incorporating real assets.