16th July 2015

BirthStar® CPD Research Series Update: Lifecycle Investing with Target Date Funds

Welcome to our second paper of the #RethinkingRetirement CPD series: 'Lifecycle Investing with Target Date Funds' in which the following points are covered:

  1. Consumer demand and regulatory changes are driving the growth of managed investment strategies.
  2. The aim is to create better customer outcomes with simple to use, simple to understand propositions.
  3. A key part of this growing sector are asset allocation funds such as Target Date Funds.
  4. Target Date Funds are typically used as default strategies for workplace pensions schemes and are gaining renewed interest in the retail funds sector.
  5. The investment time horizon is a key determinant of the level of risk and return of an investment strategy.
  6. Target Date Funds aim to match objectives within the investors' goals as they move from accumulation to decumulation.

    To read the whole paper, click here.

CPD, Investments

Registration

Free Registration and CPD

Read More

Related Articles_

M&G: Trusts School – Remaining Sessions

There's still time to join the remaining sessions in M&G's Trusts School series. Build confidence in trust planning conversations with practical guidance, technical insights and CII-accredited structured CPD. The series runs until 16 July 2026.

Read More

How to invest in bonds (60-minute CPD)

Build your practical knowledge of bonds with insights into how the market works and the different ways to invest. Evaluate the options available and learn how to compare different investments.

Read More

Navigating rates (60-minute CPD)

Learn to explain to investors how interest rates are determined, examine the close relationship between interest rates and bonds, and discuss interest rate risk within the context of your investor’s portfolio.

Read More

You need to be logged in to comment on this article