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June 16 - 17, 2008 | Hyatt Regency Boston, Boston, MA

Why You Should Attend

Why You Should Attend

THE PATH TAKING YOU FROM PRODUCT IMPLEMENTATION TO PLAN ACCEPTANCE:

EXCLUSIVE NEW CONTENT: 

  • Beyond the 401(k): The growing movement to position target-date funds to retail investors
  • The Difficulties of Indexing: Implementing benchmarks that will accurately portray a fund’s past performance
  • Working through funds’ design flaws to gain more plan acceptance

IN-DEPTH TOPICS:

  • Glide path optimization: Ensure a seamless transition from accumulation to distribution
  • Achieve maximum distribution: Increase market share by implementing strategies to shelf space in more places
  • Optimize Asset Weight, Class and Rebalancing Schedules: Analyze and select the best assumption models to generate the best returns possible
  • Customize: Using collective trusts and commingled funds to stand out from the crowd

Conference Brochure

Event Sponsors

  • Dow Jones & Company

  • Morgan Stanley Investment Management

  • Principal Funds

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