GoalPath Fi360 2040 Indexed Conservative Portfolio I is a target-date mutual fund designed for participants aiming to retire around 2040. Its primary purpose is to balance long-horizon growth with prudent management of retirement income risk as the target date approaches. The strategy allocates across index-based building blocks in global equities, global fixed income, and Treasury inflation-protected securities, using mutual funds, collective investment funds, ETFs, and other pooled vehicles for broad, low-cost market exposure. Portfolio construction incorporates the Fi360 Fiduciary Score framework and ongoing quantitative and qualitative monitoring to support a disciplined, fiduciary-focused selection and rebalancing process. Within the 2040 cohort, the conservative glidepath emphasizes comparatively lower volatility and greater attention to sequence-of-returns and inflation risks, gradually increasing allocations to hedged income and inflation protection over time. The fund is positioned for workplace retirement plans as a Qualified Default Investment Alternative solution and seeks to translate the shift from human capital to financial capital into a systematic, risk-aware asset allocation across market cycles.
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