Investing Counterpoint

RPAG 2022-Main Takeaways: The Evolution of Target Date Funds, Managed Accounts and Defining Risk


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Flying solo today, I am in sunny San Diego for the annual RPAG conference. In this episode I’ll be talking about all the cool stuff I learnt from the best in retirement advisory business.
3:42 - Main Takeaways From San Diego RPAG.
The evolution of target date funds now specified by date.
6:50 - Managed Accounts.
Asset allocation in target date funds are heading in interesting directions-Managed accounts for example.
7:42 - Defining Risk.
One thing missing, this year, was that none one defined risk. But, it’s important to get specific...
Investing Counterpoint is a weekly show for financial advisors about portfolio risk management. Follow us if you want to get better at managing risk and become a trusted risk advisor.
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Investing CounterpointBy Investing Counterpoint

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