This paper provides insights to help plan sponsors better understand collective investment trusts, mutual funds, and customized target date funds, and when they may or may not make sense for a plan and its participants.
Are your clients’ portfolios prepared for the sector rotation from growth to value? Use this client-approved chart to facilitate conversations about the potential benefits of Fundamental Index® strategies.
China’s GDP outperformed the developed world in 2019 and 2020, a trend that may continue in 2021. We think this would bode well for emerging markets, and this chart can help facilitate conversations with clients about overseas investment opportunities.