(any of these is correct)
- Produce superior risk-adjusted returns
- Reduce equity volatility
- Improve total portfolio risk/return
- Improve downside protection

- Focus is on absolute return (not focused on beating a traditional equity
benchmark)

- Lower equity risk
- Lower total portfolio risk
- Allow for a higher allocation to other risky assets within the same risk budget

- Low volatility equities can significantly underperform traditional equities during
some ‘up’ markets.

1. Should you ask your provider to incorporate Low Volatility within your Target
Date / Balanced Fund?
2. Consider the risk profile of your members. (Should your a la carte lineup include
a Low Volatility Equity solution?)
3. Do you have the needed commun