What are the estate planning considerations for retirement accounts held in a default investment strategy

Jiten Parekh, partner, and Jo Sharples, chief investment officer, DC Solutions, Aon explore the latest trends in DC default investment strategies. May 1, 2024 ... The Morningstar Category classifies a fund based on its investment style as measured by underlying portfolio holdings (portfolio statistics and ... 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 ... Jun 2, 2010 ... invested in bonds), two fixed portfolio strategies (with fixed proportions in equities of 50% and 60% respectively) and a life cycle investment ... Your Cisco Systems, Inc. 401(k) Plan is an important part of your retirement planning journey. And your investment strategy can help keep you on the right ... DIS is a ready-made investment arrangement as stipulated in accordance with the Mandatory Provident Fund Schemes Ordinance mainly designed for those members ... 2. The MPF Reference Portfolios for Hong Kong MPF Default Investment Strategy (DIS) Index does not take account of ESG factors in its design. 1.2. FTSE Russell. A key challenge for the implementation of Ireland's automatic enrolment system will be the investment design and governance of the default strategy. • Based on ... Nov 20, 2024 ... Fidelity International is to integrate private assets into its £16.9bn FutureWise default investment strategy for UK-based workplace pension schemes. Provide participants with personalization and advice to help provide an investment strategy that can be unique to them. ... plan's qualified default investment ...