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The evolution of lifecycle investing: personalised overlays

ByWade Matterson
31 January 2012

Target date funds, initially developed for the North American market in the early 1990s, were based on a simple but effective premise—that investment strategies need to take into account an individual’s circumstances, based on a range of factors such as their objectives, age and time horizons.

This paper investigates the current state of play with respect to these options and where they are headed.


About the Author(s)

Wade Matterson

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