Transcript Navigating the ETF Landscape Presentation (GA)

When choosing a target date fund, it’s important for plan sponsors to
understand how a fund’s structure can serve a plan’s specific needs
Looking under the
hood at
investment
options
Assessing the
plan’s needs
Glidepath goals
Employee demographics:
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Age
Salary
Turnover
Retirement expectations
Working
ETFs
together to
weigh the
tradeoffs
Underlying fund assets:
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Asset allocation
Index or active
Expenses
Performance
Employee engagement:
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Other considerations:
Savings contribution rate
Plan participation length
Investment knowledge
Investment interest
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For plan sponsor and financial professional use only
Investment process
Tenure
Brand
Other services provided
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Important Information
The opinions expressed may change as subsequent conditions vary. No representation is made that this information is accurate or complete. There is
no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader.
This material does not constitute a recommendation or an offer to sell, or a solicitation of any offer to buy or sell any securities, product or service. The
information is not intended to provide investment advice and is provided for educational purposes only.
Investing involves risk, including possible loss of principal. Asset allocation models and diversification do not promise any level of performance or
guarantee against loss of principal. Investment in the funds is subject to the risks of the underlying funds.
The target date in the name of the fund designates an approximate year in which an investor plans to start withdrawing money. Typically, the strategic
asset mix in each portfolio systematically rebalances at varying intervals and becomes more conservative (less equity exposure) over time as investors
move closer to the target date. The principal value of the funds is not guaranteed at any time, including at and after the target date.
For plan sponsor and financial professional use only
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