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Nick Petrucelli, CFA

Multi-Asset Portfolio Manager

Chris Goolgasian, CFA, CPA, CAIA

Associate Director, Multi-Asset Strategies

Thomas Obaseki

Multi-Asset Portfolio Specialist

Publication date: Dec 2016

The case for global equities: Diversifying risk in a volatile world

Portfolio policy | Appears in: Equity, Defined contribution plans, Insights for DC sponsors in 2017, Defined contribution (DC)

While the typical US defined-contribution pension plan portfolio has a structural bias toward US equities, we consider a 50% weighting to non-US equities to be a more efficient allocation. Further, after US equities’ strong performance in recent years, relative valuations currently present a compelling argument for greater global diversification.


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