Challenging the Conventional Wisdom about Target Date Funds

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Advisor Perspectives recently surveyed over 1,000 advisors to learn how they evaluate target-date funds. Bob Huebscher, its CEO, will present some of the key findings from that research, which showed that advisors are willing to accept a significant degree of risk in target-date allocations and have a preference for active management.

The team from Dimensional Fund Advisors will comment on those findings and present its own research on the appropriate role of target-date funds in client portfolios, and how advisors should properly assess the characteristics of those products.

In this webinar, you will learn:

• What most advisors consider to be an appropriate risk exposure in target-date funds;
• How to properly assess the glide path of a target-date fund;
• How to consider target-date funds alongside existing client asset allocations; and
• Best practices for discussing target-date funds with clients.

Speakers

Ashish Shrestha
Vice President/Head of Advisor Defined Contribution
Dimensional

Ashish Shrestha oversees the firm’s business with advisors in the defined contribution space. His team works directly with advisor clients specializing in retirement plans. The team also serves as a specialty 401(k) resource for other advisors looking to enter the defined contribution market or expand their retirement plan business.

Prior to joining Dimensional in 2008, Ashish was a principal with Mercer Investment Consulting, where he advised Fortune 500 plan sponsors and trustees on the management of their tax-qualified assets. His work with pension plans and endowments and foundations included manager and portfolio research and investment policy development.

Ashish holds an MBA from the Anderson School of Management at the University of California, Los Angeles, and a bachelor's degree in economics and international relations from Claremont McKenna College.

Chris Anderson
Regional Director
Dimensional

Chris Anderson is a Regional Director on the Retirement Distribution Channel. Based in the Austin office, Chris is responsible for educating advisorsworking in the defined contribution space on the firm'swide range ofinvestmentsolutions.He also serves as a specialist defined contribution resource offering advisors support across practice management, plan design, and business development.

Prior to joining Dimensional, Chris was a client service associate for Brinker Capital, where he responded to advisor and client inquiries and facilitated investment changes, contributions and withdrawals, and other account-related needs. He was also an operations associate for Brinker, where he worked in trade execution for client contributions, withdrawals, and rebalances.

Chris earned bachelor's degrees in economics and political science from Bucknell University, minoring in film studies. He is an Accredited Investment Fiduciary (AIF), a Chartered Retirement Plans Specialist (CRPS), and holds Series 7 and Series 66 licenses.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.