The evolution of lifecycle investing: personalised overlays

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By Wade Matterson | 31 January 2012

Target date funds, initially developed for the North American market in the early 1990s, were based on a simple but effective premise—that investment strategies need to take into account an individual’s circumstances, based on a range of factors such as their objectives, age and time horizons.

This paper investigates the current state of play with respect to these options and where they are headed.