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Adding a large cap value strategy to a defined contribution plan’s equity lineup may help participants strengthen retirement outcomes by building potentially more resilient equity allocations across a broader range of market conditions.
In a new white paper on investment menu design titled, “Adding Value: Shining a spotlight on large cap value strategies,” retirement plan advisors will learn about three key points plan sponsors should consider when examining this important asset class.
It also explains the important distinctions in value vs. growth investment strategies, the growth-value cycle, and what to look for in strategy selection.
Given the dramatic stock market shifts over the past several years, plan sponsors need to reexamine their current offerings to see if there are opportunities to upgrade participants’ choice in the large cap value segment.
NOT A DEPOSIT | NOT FDIC-INSURED I NOT GUARANTEED BY THE BANK | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
A value style of investing is subject to the risk that the valuations never improve or that the returns will trail other styles of investing or the overall stock markets.
This does not constitute a recommendation of any investment product or strategy for a particular investor. Investors should consult a financial professional before making any investment decisions.
Invesco Distributors, Inc. is the US distributor for Invesco’s Retail Products and Collective Trust Funds. Invesco Advisers, Inc. provides investment advisory services and does not sell securities. Both are indirect, wholly owned subsidiaries of Invesco Ltd.
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Invesco is an American independent investment management company headquartered in Atlanta, Georgia.
