Tag: Viewpoint

VIEWPOINT: Why Bother Rebalancing?

Why bother rebalancing?
The sixth video in our Proteus Viewpoint video series, Rebalancing: Don't Let the Market Dictate Your Asset Mix For further information, read the below Q&A. What is rebalancing? Rebalancing is the process of returning the overall investment allocation in an asset mix back to the pre-specified target as it deviates with market fluctuations. For example,...

VIEWPOINT: Plan Members: Drowning in Investment Options

Our fourth video in our Proteus Viewpoint video series, Plan Members: Drowning in Investment Options. For further information, read the below Q&A. As a defined contributions (DC) plan sponsor, how do you know if you have the right investment options available to members? First off, ensuring your plan offers appropriate investment options should be a...

VIEWPOINT: Target Date Funds: Popular Doesn't Mean Adequate

Our third video in our Proteus Viewpoint video series, Target Date Funds: Popular doesn't mean adequate. For further information on target date funds, read the below Q&A. As a defined contribution plan member, what are the two critical decisions you must make in assuring an adequate retirement? As a DC plan member, you have three decisions to make to...