Retire Funds

The Retire Funds offer a turnkey solution for defined contribution investors and their investment advisors who want an open-architecture investment product that provides asset allocation, manager selection and implementation in a fiduciary framework. These funds are tuned and timed through a prudent process to achieve results when they are needed.

The Retire Funds series gives our clients the choice of six target date funds  Income, 2015, 2025, 2035, 2045 and 2055  that are customized to meet investment objectives and adjusted for risk as the target date nears. Overseen by Segal Rogerscasey Canada’s seasoned portfolio managers and supported by an experienced team of research professionals, The Retire Funds offer a sophisticated fiduciary approach with institutionally-oriented investment managers. With our insights on asset allocation and manager selection and our uniquely transparent approach, The Retire Funds are conflict-free.

Segal Rogerscasey Canada is a leader in asset allocation, and we have deep roots in independent institutional investment consulting. Our Beta Research Group builds long-term and forward-looking asset allocation assumptions that drive the funds’ allocations. The amount of time until retirement and factors such as yield, returns, volatility, correlation and inflation are also carefully considered. To implement, the portfolio manager works with the Beta Research Group to construct a unique blend of strategic asset classes for each target date fund, resulting in diversified portfolios similar to sophisticated defined benefit plans.

Segal Rogerscasey Canada also offers a specialized manager research group that identifies investment managers across all strategic asset classes. Taking an open architecture approach, the portfolio manager works alongside the research team to hire one or more of the firm’s highest conviction buy-rated investment managers for each asset class. Chosen for their complementary characteristics and diversification benefits, the selected investment managers are closely monitored by the portfolio manager on an ongoing basis to ensure that they are meeting expectations and that the target date fund is invested according to its target allocation. Manager changes are driven by rating changes from Segal Rogerscasey’s Alpha Research Group or the identification of a higher conviction idea by the portfolio manager.

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