GoalPath Fi360 2020 Indexed Conservative Portfolio I is a target-date collective investment trust designed for participants nearing retirement around 2020, emphasizing capital preservation and retirement income risk management. It allocates across enhanced index equity and fixed income strategies, using an evidence-based framework to balance limited growth needs with inflation-aware income, including exposure to global equities, global bonds, and Treasury Inflation-Protected Securities as the glidepath de-risks approaching and through retirement. The portfolio’s “enhanced index” approach seeks to modestly improve benchmark-like exposures through active weighting within a diversified, open-architecture lineup while maintaining cost and transparency benefits associated with indexing. Developed within the GoalPath Fi360 series, the strategy integrates Fi360 fiduciary scoring into manager selection and ongoing oversight to support scalable fiduciary processes for retirement plan sponsors and advisors. Managed by subadvisor Two West Capital Advisors within the GoalPath Portfolios framework, the vehicle serves as a qualified default investment alternative component for workplace plans, aiming to align asset allocation with the transition from human capital to financial capital at and after the target date.
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