When You Assume – Webcast Materials
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
https://plansponsor.webex.com/mw0304l/mywebex/default.do?siteurl=plansponsor
http://www.plansponsor.com/pdfs/PLUGGED_IN _051507_LC_Funds.pdf
JPAM White Paper: Ready, Fire Aim:
http://www.jpmorgan.com/pages/jpmorgan/am/ia/research_and_publications/white_papers
You’ll also want to check out
PLANSPONSOR’s Lifestyle/Lifecycle Funds Buyer’s
Guide
at
http://ww2.plansponsor.com/Lifestyle/