Building a sustainable retirement

BUILDING A SUSTAINABLE RETIREMENT

LifePath® ESG Index: A new way to help meet retirement objectives with sustainable investing

Sustainable investing is about investing in progress and recognizing that companies solving the world’s biggest challenges may be best positioned for growth. Importantly, investors, large and small, no longer need to choose between purpose and performance.

DC plan sponsors are increasingly considering ESG solutions for their retirement plan to:

  • Align investment options with the long-term horizon of retirement investing
  • Help achieve improved risk adjusted returns
  • Address demand from participants seeking sustainable solutions for the heart of their investment portfolios
81%
Of plan sponsors agree ‘It is important for retirement plans to offer ESG investing strategies’*
74%
Of plan sponsors believe ESG optimized investments generally lead to better risk and return profiles*
86%
Of plan sponsors agree that ‘Offering ESG investing strategies can help increase participation’*

Two powerful investment ideas in a single fund

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A target date fund that is deeply researched to meet the real-world needs of retirement investors
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Use of optimized building blocks across asset classes and geographies balances investment and sustainability outcomes

LifePath ESG Index – Purpose and Performance

Optimized ESG exposures seek to capture the benefits of sustainable investing without taking on more risk or sacrificing returns.

  • Invests in index building blocks that have been optimized to increase exposure to ESG factors
  • Provides transparency and diversification
  • Built on the framework that has seen investors through more market ups and downs than any other target date fund