Invest with Confidence
What if there was a better way to build target date solutions?
Designing a tailored target date solution for Canadians
Taylor Pidgeon, CFA examines T. Rowe Price's approach to designing target date solutions to meet the unique needs of Canadians. Our multi-asset team discusses leveraging demographic data to address Canadians' retirement challenges and highlights the importance of addressing longevity risk, and collaborating with knowledgeable partners to meet evolving retirement needs for plan sponsors and advisors.
Taking a "through" glide path approach
Our team discusses T. Rowe Price's approach to glide path design, emphasizing higher equity to support long-term retirement income. Head of Target Date Solutions Wyatt Lee, CFA discusses balancing financial and behavioral objectives, while Portfolio Specialist Kathryn Farrell, CFA explains the rationale behind the "through" design, which extends asset growth post-retirement to manage longevity risk.
Deploying strategic asset allocation
Our team delves into T. Rowe Price's approach to crafting resilient target date solutions. Head of Target Date Solutions Wyatt Lee, CFA explains the outcomes-oriented glide path, balancing active and passive components for optimal diversification. Portfolio Specialist Kathryn Farrell, CFA highlights the critical role of fixed income, emphasizing a nuanced approach to managing volatility and preserving return potential as retirement approaches.
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