Webcast – Strategic Shifts: Private Assets in Target Date Funds and Managed Portfolios

Join Michael Sustarsic, CFA and Sean McCaffery, CFA, for a timely and insightful webcast exploring how private assets are helping reshape the future of retirement planning. As DC plans evolve to meet the needs of modern participants, incorporating private equity, credit and real assets offers new opportunities and new challenges.

• Strategic Integration: How private assets can be embedded into target date funds and other managed portfolios designed to improve long-term retirement outcomes
• Fiduciary Considerations: Navigating liquidity, transparency, complex fee structures and litigation risk while maintaining compliance and participant trust
• Innovation in Access: Discover the latest structures; evergreen funds, multi-private asset vehicles and more, that are making private markets “DC-ready”