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Rajan Burney Vice President, Institutional Client Management (416) 307-5261
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A nudge in the right direction

March 2018

Like opt-out and TDFs, low volatility can improve choices and outcomes for DC plan members.

Highlights

  • Millennials and boomers are particularly susceptible to biases that have been shown to lead to poor asset allocation decisions.
  • Our research shows that by supplementing traditional equity options with low-volatility equities, plan sponsors can address two major biases head on and help members make better choices.
  • Low volatility equities can play a crucial role for DC plan members who both want and need equity exposure, but can’t bear the impact of a market drawdown.

Time needed to recover from losses

Time needed to recover from losses

Authors

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Fidelity Investments