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Posts Tagged ‘absolute return investing’

SEC eyes target-date funds

March 4, 2010

Target-date retirement funds are on the agenda this year on Capitol Hill as federal lawmakers and regulators promise to review how the funds are structured and sold.
Designed to be a one-stop solution for investors, target-date retirement funds use a mix of stock and bond funds with dynamic allocations that shift over time, typically becoming more [...]

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Solving the Lifetime Income Challenge: Hedging the Sequence of Returns Risk with Absolute Return Funds

October 12, 2009

Previously, we saw how the sequence of returns your portfolio experiences after you’ve retired can affect your nest egg.
We reviewed how robust returns early in retirement could help afford a steady stream of income and a substantial legacy. We also saw how disastrous returns early on can cause your portfolio to run out of money [...]

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