◀ The Principal Blog

Posts tagged ‘asset allocation’

4 Common “Stages” a Plan Sponsor Experiences with Target Date Funds

When I see plan sponsors use the target date funds (TDFs) I create (I’m a portfolio manager here), I’m reminded of friends of mine with children – each are facing different challenges based on how old their kids are – or what stage of life their kids are in. Some need help with adapting…

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Private Commercial Real Estate: Balancing Liquidity Concerns and Better Outcomes

Defined contribution (DC) plan sponsors are increasingly learning from the decades of experience within the defined benefit (DB) market’s investment strategies, which include the prudent use of private commercial real estate. By definition, however, private commercial real estate is not as liquid…

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