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A framework for designing investment strategies for default retirement plans

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dc.contributor.authorLung, Edwin
dc.contributor.authorRoodt, Craig
dc.contributor.authorRyan, Laura
dc.contributor.authorWarren, Geoffrey
dc.contributor.authorWymer, Kirsten
dc.date.accessioned2024-03-08T00:01:37Z
dc.date.issued2021
dc.date.updated2022-10-16T07:26:05Z
dc.description.abstractWe identify and discuss four key elements to address when designing the investment strategy for default retirement plans: whether to cater for member needs or their wants, objectives, the member for which the default is being designed, and risk appetite. Addressing these design elements requires making assumptions about the member, of which the literature provides limited guidance to plan sponsors. We outline the main assumptions and demonstrate the potential impact on retirement experience through illustrative models. We find that mismatches between the member and the way that they are characterized can adversely impact on welfare.en_AU
dc.format.mimetypeapplication/pdfen_AU
dc.identifier.issn2326-6899en_AU
dc.identifier.urihttp://hdl.handle.net/1885/315822
dc.language.isoen_AUen_AU
dc.publisherPortfolio Management Researchen_AU
dc.rights© 2021 Portfolio Management Researchen_AU
dc.sourceThe Journal of Retirementen_AU
dc.subjectLong-term/retirement investingen_AU
dc.subjectretirementen_AU
dc.subjectportfolio management/multi-asset allocationen_AU
dc.subjectportfolio theoryen_AU
dc.titleA framework for designing investment strategies for default retirement plansen_AU
dc.typeJournal articleen_AU
local.bibliographicCitation.issue3en_AU
local.bibliographicCitation.lastpage60en_AU
local.bibliographicCitation.startpage40en_AU
local.contributor.affiliationLung, Edwin, BT Financial Groupen_AU
local.contributor.affiliationRoodt, Craig, Deloitte Touche Tohmatsuen_AU
local.contributor.affiliationRyan, Laura, Ardea Investment Managementen_AU
local.contributor.affiliationWarren, Geoff, College of Business and Economics, ANUen_AU
local.contributor.affiliationWymer, Kirsten, BT Financial Groupen_AU
local.contributor.authoruidWarren, Geoff, u4790111en_AU
local.description.embargo2099-12-31
local.description.notesImported from ARIESen_AU
local.identifier.absfor350204 - Financial institutions (incl. banking)en_AU
local.identifier.absfor350208 - Investment and risk managementen_AU
local.identifier.ariespublicationa383154xPUB18002en_AU
local.identifier.citationvolume8en_AU
local.identifier.doi10.3905/JOR.2020.1.081en_AU
local.identifier.scopusID2-s2.0-85102555580
local.publisher.urlhttps://www.pm-research.com/content/iijretire/8/3/40en_AU
local.type.statusPublished Versionen_AU

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