Investors may have different retirement objectives, resulting in different risk priorities. One factor that often receives significant attention is sequence-of-returns (SoR) risk – the concern that portfolio losses around retirement could impact the ability to support postretirement income needs. This analysis evaluates the impact of SoR risk on target date investing.
T. Rowe Price Group, Inc. is an American publicly owned global investment management firm that offers funds, subadvisory services, separate account management, and retirement plans and services for individuals, institutions, and financial intermediaries.