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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.
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.
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.
Journal Article
The Future of Life-Cycle Saving and Investing
October 1, 2007
Life-cycle finance is the branch of finance that affects everyone.
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.
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.
Risk Parity in Target-Date Funds
December 2, 2014
Target-date funds (TDF) have a few shortcomings, but we believe that implementing risk parity as a sleeve within a TDF can help—by potentially enhancing returns, mitigating risk and reducing portfolio drawdowns.
White Paper
Improving Target-Date Funds
January 2, 2013
Target-date funds (TDFs) may be the preferred long-term investment vehicle for many defined-contribution plan sponsors and their participants. However, TDFs may have some shortcomings, and we discuss two of them in our analysis.
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.