Outsourcing Asset Allocation

Hammond, P. Brett
September 2007
Journal of Financial Planning;Sep2007 Supplement, Vol. 20, p13
Academic Journal
The article discusses the management of lifecycle funds. Portfolios with fewer high-risk assets are less exposed to dramatic shifts in market downturn, making lifecycle funds ideal for investors trying to reach retirement income goals. Lifecycle asset allocations are based on the time remaining until retirement, which may not be suitable for investors with atypical risk tolerance. A well-designed lifecycle fund will offer exposure to asset classes, giving investors added reliability in achieving their goals without undue exposure.


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