What cultural factors might influence the effectiveness of a default investment strategy How can plan sponsors tailor their default investment strategy offerings to different demographic groups

Target date strategies have become the centerpiece of many DC plans in their role as a qualified default investment option (QDIA). In addition to our LifePoints ... Oct 25, 2022 ... As at June 30, 2022, the total assets invested in the two component funds making up the default investment strategy amounted to approximately HK ... Nov 20, 2024 ... The firm's £16.9bn default investment strategy, FutureWise, will become the first investor in Fidelity's Diversified Private Assets LTAF – which ... Apr 9, 2025 ... Lifestyle strategies aim to deliver growth by investing the pension scheme members' funds in a greater proportion of equities in the early years ... Apr 3, 2023 ... ... investment product strategy for Retirement and Income Solutions at ... The number of plan sponsors adopting them as the default investment ... Feb 23, 2022 ... For people unwilling or unable to choose, a default investment strategy should be established in line with the objectives of the DC pension ... In terms of Regulation 37 of the Pension funds Act, the fund needs to choose an investment portfolio that is appropriate for members as a default. Your fund's ... Dec 15, 2022 ... See all our latest press releases, consultations and speeches. Contents. 1 Summary. 3. 2 Default investment strategy. 8. ... investment option in the Plan may be invested in this default investment. ... investment allocation strategy. You'll also be able to disenroll from the ... ... default investment alternatives (QDIAs) and relevant ... services include continuous monitoring and rebalancing to ensure that the investment strategy and ...