Research 

 

 

Academic insights and white papers on critical retirement topics.


A New Way to Boost DC Plan Participation
  By Maria Teresa Cometto and Glenn Dial

Learn why "90/10/90" is the perfect combination for DC plans. It’s a formula that can help raise participation rates, encourage increased saving and promote investment in professionally managed portfolios like target-date funds.



The Illusion of Precision in Target-Date Fund Glidepaths
  By Stephen C. Sexauer, Paul Pietranico, CFA and Laurence B. Siegel

Target-date funds automatically vary the asset allocation for the participant. Like any asset allocation problem, determining how to change the asset mix over time in a target-date fund is, at its core, a Markowitz-type optimization problem. (Reprinted with permission from The Retirement Management Journal.)




Managing Tail Risk
  By Stephen C. Sexauer and Laurence B. Siegel

Tail risk, the likelihood of unusual and potentially devastating events, has become a more tangible threat to investors’ portfolios in the last 15 years. And there are a number of misconceptions about the frequency of these events and how they impact the variability of market returns. This white paper examines the causes of “fat-tailed” outcomes, how to protect portfolios against their ill effects and what plan sponsors should consider when choosing a reliable QDIA.




The Fiduciary Considerations of Selecting the Right Target-Date Fund for Your Plan
  By Bradford P. Campbell, Drinker, Biddle & Reath

Market gyrations in recent years highlighted an important fact: Not all target-date funds are created equal. In fact, target-date funds can differ significantly, from their underlying investment strategies to their fees. As the number of target-date funds continues to grow, along with their popularity, it is essential that the plan fiduciary understands these differences and considers them as part of a prudent selection process.



More Perspective on the Target-Date 'To-Versus-Through' Choice
  By Joseph C. Nagengast, Target Date Analytics

One of the most controversial debates about target-date funds has been whether they should be managed “to” or “through” the target date. Target Date Analytics aims to bring clarity to that question by examining the underlying assumptions in the to/through distinction to provide plan sponsors and their advisors with the information needed to make informed decisions.

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