For Retirement Plan Sponsors, Consultants, Advisers
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- Benefits
- For Retirement Plan Sponsors, Consultants, Advisers
- The Endowment Moderate Allocation model seeks to replicate the allocation of the Endowment Index™.
- Can be added as an investment option for participants in existing plans without changing providers
- Offers a unique passive investment option to participants that goes beyond simple stock-bond allocations to include alternative investments
- Offer an alternative to Target Date Funds which could be overweight U.S. Treasury Bonds and have greater interest rate risk