Can health status or other personal factors be considered in a default investment strategy What are the privacy implications of collecting data to personalize default investment strategies

Aug 25, 2023 ... We list factors MPF contributors and retirees should consider before investing in this product. ... In the Mandatory Provident Fund (MPF) scheme, ... May 17, 2023 ... Retirement Advice selects funds from the plan's investment lineup to create a portfolio for a retirement saver, monitors market fluctuations, ... DIS is a ready-made investment arrangement as stipulated in accordance with the Mandatory Provident Fund Schemes Ordinance mainly designed for those members ... Oct 19, 2023 ... A well-designed default investment strategy should strike an appropriate balance between risk and return. Shaheed Mohamed, head of Group ... 4 days ago ... Recognising this, we have intensified the focus on sustainable investing within the blended funds used in our default investment strategy. This ... Yet 84% keep their money in the plan's default investment, which can affect their long-term retirement prospects.3 Too many do not have a holistic strategy for ... Jul 17, 2017 ... The default option must be a balanced fund or a portfolio of investments that takes into account a member's age. ... strategic investment decisions, eg the risk/return profile appropriate to the membership and the design of the default investment strategy. Suitable ... A default investment portfolio is a portfolio for members of occupational funds who do not specifically choose how their retirement savings should be invested. Investing your savings · If you do not choose funds yourself, we will invest your contributions in the default option for your Plan. This may be a single fund ...