Who decides on the rebalancing schedule for a default investment strategy What are the potential costs associated with rebalancing a default investment strategy

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 ... DIS is a ready-made investment arrangement as stipulated in accordance with the Mandatory Provident Fund Schemes Ordinance mainly designed for those members ... 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 ... Apr 29, 2024 ... Our research covers 22 governed DC default investment strategies, available through the leading master trust, contract-based and own-trust solutions. DIS is a ready-made investment arrangement mainly designed for those MPF scheme members who are not interested or do not wish to make an investment choice, and ... Jul 17, 2017 ... The default option must be a balanced fund or a portfolio of investments that takes into account a member's age. ... invested in one of our 'default investment options'. This could be in one of ... investment strategies, such as low carbon transition and positive impact ... The Trustee has appointed Aon Investments Limited ("Aon") to provide it with professional advice in relation to: • the design of the default investment strategy ... Diversified options; Asset class options. Lifecycle Investment Strategy. This is our default investment option for Accumulation accounts, and we've designed it ... 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 ...