Customized Target Maturity Portfolios
Target maturity portfolios provide a simple investment strategy for retirement plan participants who are unsure about how to best select investments that provide diversification across asset classes. Mesirow Financial's Target Maturity Portfolios enable participants to benefit from professionally managed portfolios with an asset allocation that specifically matches their investment time horizon.
The Benefits of Incorporating a Target Maturity Portfolio into Your Platform
- Target Maturity Portfolios satisfy the requirement within defined contribution plans as a Qualified Default Investment Alternative (QDIA).
- Portfolio simplicity may increase participation and, in turn, retirement saving rates.
- These portfolios offer a one-stop solution for participants who are reluctant, or in many cases unable, to make an educated asset allocation decision.
- Implementation is flexible, with off-the-shelf products or customized target maturity approaches.
The Mesirow Financial Advantage
- Our target maturity methodology incorporates a more realistic perspective on the long-term risk of various asset classes, particularly equity, when investing for retirement and beyond.
- Mesirow Financial's Target Maturity Portfolios offer improved probability of maximizing the portfolio's assets and lower probability of outliving ones savings relative to other target maturity portfolio providers.
