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Author: Jed Petty, CFA

Director of DC Strategies

Publication date: Feb 2016

Diversified research strategies: An active equity approach for DC plans

Opportunities and risks | Appears in: Equity, Defined contribution plans, Defined contribution (DC), Retirement, Insights for DC sponsors in 2017

With a goal of delivering attractive risk-adjusted returns over time, our Research Equity strategies can help plan sponsors meet fiduciary duties and offer participants exposure to institutional-quality active management while avoiding concentrated style exposures and key-person risk.


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