This group of investment professionals is responsible for constructing investment guidance and asset allocation guidelines, as well as developing the firm's expectations for long - term capital market returns. (edwardjones.com)
Private client wealth planning goals, endowment and foundation spending rates, and pension return on plan asset assumptions, all rely on sound capital market return assumptions. (valuewalk.com)
Assumptions and forecasts used by SSgA FM in developing the Fund's asset allocation glide path may not be in line with future capital market returns and participant savings activities, which could result in losses near, at or after the target date year or could result in the Fund not providing adequate income at and through retirement. (ssgafunds.com)