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      audio by Janus Henderson Investors
      Curated content for RIAs.

      Plan Talk: Analyzing risks and opportunities in today’s plan menu lineups

      Oct 31, 2022

      In this episode of Plan Talk, Retirement Director Ben Rizzuto speaks with Damien Comeaux, Senior Portfolio Strategist, about how the Portfolio Construction and Strategy (PCS) team analyzes plan menu lineups to help ensure they provide adequate diversification.

      Key takeaways:

      • The PCS team helps plan advisors and sponsors identify where certain risks may exist in their core plan menus and understand how core menu options might behave during different market cycles.
      • Some risks the team has identified include lack of diversification and potential overlap within fixed income and a tendency to be overweight U.S. equities due to home bias.
      • The portfolio diagnostics offered through the PCS team can help plan sponsors manage these risks while identifying opportunities to create diversified allocations that align with participants’ goals.
      View Disclosure

      he opinions and views expressed are as of the date published and are subject to change. They are for information purposes only and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation to buy, sell or hold any security, investment strategy or market sector. No forecasts can be guaranteed. Opinions and examples are meant as an illustration of broader themes, are not an indication of trading intent and may not reflect the views of others in the organization. It is not intended to indicate or imply that any illustration/example mentioned is now or was ever held in any portfolio. Janus Henderson Group plc through its subsidiaries may manage investment products with a financial interest in securities mentioned herein and any comments should not be construed as a reflection on the past or future profitability. There is no guarantee that the information supplied is accurate, complete, or timely, nor are there any warranties with regards to the results obtained from its use. Past performance does not predict future returns. Investing involves risk, including the possible loss of principal and fluctuation of value.

      Janus Henderson Group plc ©

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