Traditional and custom lifecycle and target date strategies
Advancing retirement outcomes across every stage
We partner with retirement platforms and providers, plan sponsors, wealth managers, and financial intermediaries to deliver personalized retirement strategies, lifecycle and target date solutions, and income-focused innovations.
We are dedicated to helping clients improve outcomes across all stages of the retirement journey.
What we do
We work alongside insurers and annuity providers to create tailored, forward-looking solutions that address:
Personalized managed accounts powered by Goals Optimization Engine® (GOE)
Integrated retirement income strategies
Alternative investment access through multi-asset solutions
Strategic partnerships across retirement providers, advisory firms, and platforms
How we help
Our retirement offerings are tailored to meet the distinct needs of different stakeholders
Institutional plan sponsors
Custom strategies with fiduciary alignment and cost-efficient implementation
Retirement platforms and providers
Personalized and innovative retirement products with shared economics
Wealth managers & advisory firms
Full-suite retirement offering including target date, income, and custom portfolios
Financial intermediaries
Analytical tools like TargetDateVisualizer to support due diligence and plan selection
Participants
Personalized portfolios and guidance built to adapt as needs and markets evolve
Case Studies
We work with clients to design solutions that meet their unique needs.
Lifecycle & target date menu offering
Client Objective: Deliver a turnkey, diversified retirement solution
Solution: Traditional lifecycle & target date strategies available through retirement providers, brokers, banks, and advisory firms
Impact: Broad adoption and simplified access across multiple distribution channels
Managed account solution
Client Objective: Deliver personalized portfolios through a retirement platform
Solution: Native integration of GOE as a managed accounts engine
Impact: Supported participant advice, advisor engagement, and model portfolio oversight
Retirement Income Innovation
Client Objective: Enable income options for near retirees
Solution: Integration of guaranteed income into target date and managed account solutions
Impact: Offered income flexibility and security without compromising growth during accumulation
Retirement offering for advisory firms
Client Objective: Offer comprehensive retirement platform for financial intermediaries
Solution: Lifecycle & target date funds, managed accounts, and custom portfolios using GOE
Impact: Supported advisor rollout with training, marketing, and product tools
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Other clients we serve
Learn more about how we work with clients to design solutions that meet their unique needs.
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How Can We Help?
