CFA Institute Research and Policy Center: Publications·· 10 hr agoAI Score24
CFA Institute Practice Brief: Volatility-Managed Target-Date Funds
In Practice Brief: Volatility-Managed Target Date Funds
AI summary
CFA Institute has released a practice brief explaining the mechanics and practical value of volatility-managed target-date funds. Rather than adjusting equity exposure solely based on an investor’s age, these funds dynamically adjust positions in response to market volatility. This mechanism can improve risk control, enhance retirement wealth accumulation outcomes, and is operationally feasible. The brief is available to all CFA Institute members.
Source:CFA Institute Research and Policy Center: Publications · rpc.cfainstitute.org