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Lifecycle Funds, also known as "target-date" funds are managed to become more conservative as the fund approaches and goes beyond its target retirement date.
Today, more clients want to align investments with their values without sacrificing performance.
TIMOTHY HOPPER, Ph.D., CHIEF ECONOMIST
DANIEL MORRIS, CFA, GLOBAL INVESTMENT STRATEGIST
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Timothy Hopper, Ph.D., Chief Economist
Daniel Morris, CFA, Global Investment Strategist
This short version (PDF) is designed for use by financial advisors with their clients.
Click here for investor version page.
2014 Mid-Year Outlook Videos featuring Timothy Hopper, Chief Economist and Dan Morris, Global Investment Strategist.
Scroll down to review all 10 video segments