Arnerich Massena White Paper Addresses Validity of Target-Date Funds

Top Quote White paper explores the question of whether target-date funds are accomplishing their goal. End Quote
  • Portland-Vancouver, OR-WA (1888PressRelease) July 29, 2011 - Arnerich Massena Inc., an independent investment advisory firm based in Portland, Oregon, today announced the release of the white paper, Target-Date Funds: Are They Hitting the Target? The white paper explores the question of whether target-date funds are accomplishing their goal of providing long-term investment allocations that will provide growth, preservation of capital, and a secure nest egg for participants. Also included in the white paper is an examination of custom versus off-the-shelf funds, and what plan sponsors should consider when making this decision.

    Additional highlights of the white paper include:

    Exploration of the history and evolution of target-date funds
    Examination of the current issues and trends in target-date funds
    Evaluations of the state of target-date funds and present considerations for plan sponsors who are looking into target-date funds or considering custom target-date funds

    The white paper's contributing author and Arnerich Massena Advisor Jake O'Shaughnessy was recently featured in the July 2011 issue of PlanSponsor magazine, which profiled target-date trends.

    To download the Target-Date Funds: Are They Hitting the Target? white paper, visit: https://www.am-a.com/company/research.htm.

    About Arnerich Massena
    Founded in 1991, Arnerich Massena is a Portland-based independent investment advisory firm servicing corporations, institutions, state and local governments, charitable organizations, trusts and estates, corporate pension and profit sharing plans, and private clients. More information is available at www.arnerichmassena.com.

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