How can the success of default investment strategies be measured beyond just investment returns, considering factors like participant engagement and retirement readiness

May 1, 2024 ... The Morningstar Category classifies a fund based on its investment style as measured by underlying portfolio holdings (portfolio statistics and ... Feb 10, 2025 ... It showed that 77% of employees surveyed believe that having a personalized investment portfolio will help better prepare them for retirement.1. The default investment option is where your money is invested if you do not make an investment choice. This option will automatically move your money in to less ... Our default is the Balanced Targeting Flexible Access GIS. Like our other Governed Investment Strategies, it aims to achieve capital growth over the longer term ... DIS is a ready-made investment arrangement as stipulated in accordance with the Mandatory Provident Fund Schemes Ordinance mainly designed for those members ... billion towards climate solutions by 2030 (which is consistent with more than a 50% reduction in portfolio emissions intensity by 2030), and accelerating the ... That's why the Fund's Trustees have put various default investment strategies in place for members. Since very few members make investment choices, default ... Jul 17, 2017 ... The default option must be a balanced fund or a portfolio of investments that takes into account a member's age. In an increasingly competitive market, LCP examines the key areas of focus for master trusts outside of investments, as well as other important areas that ... We investigate how retirement plan providers choose default investment strategies for passive members. We interview plan executives and survey members during a ...