How can default investment strategies adapt to evolving participant preferences and values

May 1, 2018 ... Each Retirement Date Fund is a diversified portfolio of other Plan investment funds and uses an asset allocation concept called “target date ... What are investment strategies? ... By default, when we open your Smart Pension account, we'll use a pre-determined investment strategy to put your initial ... The Cushon Sustainable Investment Strategy is our award-winning primary default investment strategy. This is where your savings are automatically invested. Oct 19, 2023 ... A well-designed default investment strategy should strike an appropriate balance between risk and return. Shaheed Mohamed, head of Group ... This new MPF core CPD programme is specially designed by MPFA to provide intermediaries with the information about DIS. Subject to vetting by the Legislative ... Apr 13, 2023 ... Invalid login This account has reached its limit for daily password resets. Please try again in 24 hours. Password does not meet password ... ... strategic investment decisions, eg the risk/return profile appropriate to the membership and the design of the default investment strategy. Suitable ... For those members who do not make an investment choice, their future Investments will be invested in accordance with the DIS. The DIS is required by law to be ... Section 2 – choose a new default investment strategy to replace your current investment options (if applicable). Section 3 – set up a new rebalancing ... DIS is a ready-made MPF investment strategy with fee caps. For scheme members who do not make any investment choice, their future contributions will be invested ...