Life Summit Presents: Managing and Distributing Target-Date Investments

The LIFE Summit on Managing and Distributing Target Date Investments — the only conference spanning the entire value chain, frommanufacturers to distributors to advisors — will provide strategies on how to identify the needs of plan sponsors to cre...

The LIFE Summit on Managing and Distributing Target Date Investments — the only conference spanning the entire value chain, frommanufacturers to distributors to advisors — will provide strategies on how to identify the needs of plan sponsors to create new funds, through finding the optimal distribution channels to market your funds to ultimately gaining acceptance fromplan sponsors. Throughout this comprehensive 2-day event, you will:

• Grasp the state of the defined contribution marketplace and what factors are driving the growth of target-date funds
• Stand out from the crowd by implementing innovative and unique fund construction methodologies
• Select the optimal glide path that will ensure investors are best prepared for post-retirement life
• Optimally compare and contrast target date funds with indexing and benchmarking strategies that actually work

WHY YOU SHOULD ATTEND:

THE PATH TAKING YOU FROM PRODUCT IMPLEMENTATION TO PLAN ACCEPTANCE

EXCLUSIVE NEW CONTENT:

-Beyond the 401(k): The growing movement to position target-date funds to retail investors
-The Difficulties of Indexing: Implementing benchmarks that will accurately portray a fund’s past performance
-Working through funds’ design flaws to gain more plan acceptance

IN-DEPTH TOPICS:

-Glide path optimization: Ensure a seamless transition from accumulation to distribution
-Achieve maximum distribution: Increase market share by implementing strategies to shelf space in more places
-Optimize Asset Weight, Class and Rebalancing Schedules: Analyze and select the best assumption models to generate the best returns possible
-Customize: Using collective trusts and commingled funds to stand out from the crowd

» more

Report a Problem With This Conference