Defined Contribution Plan Sponsors
A Diverse Array of DC Approaches
We offer a comprehensive selection of core investment approaches. For specific plan needs, we also provide a wide range of multi-strategy and non-core investments.
Representative Investment Approaches
FEATURED INVESTMENT APPROACHES:
Target Series Portfolios
These next-generation lifecycle portfolios apply techniques familiar to DB plans, including opportunistic allocations to non-core strategies, as well inflation-hedging elements, such as TIPS. The asset mix and glidepath are based on a participant’s long-term and changing objectives.
Unconstrained Themes
This non-benchmark-oriented investment approach opportunistically combines non-core asset classes with unconstrained equity strategies that draw on a broad set of investment ideas. Examples of non-core areas include non-US small cap equity, real assets, and sector approaches. The approach is managed by the firm's Asset Allocation Strategies Group.