However, each fund family has developed their own assumption for the glide paths used in the funds – assumptions which can make a significant difference on an investor’s ability to grow income.
A recent JP Morgan Asset Management paper takes issue with
some of the “conventional” assumptions used in developing
these funds. What are the different assumptions, and how do
they change the makeup of a lifecycle fund?
Following are materials related to our May 15 Plugged In
JPAM White Paper: Ready, Fire Aim:
You’ll also want to check out PLANSPONSOR’s Lifestyle/Lifecycle Funds Buyer’s Guide at http://ww2.plansponsor.com/Lifestyle/