Equities can play a pivotal role in the long-term success of a retirement plan. This session will discuss what asset classes to include in a core lineup along with a review of available structures including mutual funds, collective investment trusts (CITs), and separate accounts.

This session will also include a review of current trends, best practices and other relevant topics including active versus passive investing, socially responsible screens such as ESG, alternative investments, private equity, and real estate.

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  • September 9, 2019 Create Date
  • August 31, 2023 Last Updated
Equity Investment Options