• Our Target Date Plus Capabilities

Target Date Plus






Jafer Naqvi, CFA

Vice-President, Fixed Income & Multi-Asset

Responsibilities:
Liaison between the Client Portfolio Management Team and firm clientele; member, Asset Strategy Team

Career began: 2004
At TD Greystone: 2012

Previous experience:
Vice-President, Product Specialist, PIMCO; Product Specialist and Consultant Relations, PIMCO; Senior Associate, PIMCO; Manager Research Consultant, Aon Hewitt; Investment Analyst, Aon Hewitt

Education:
BBA (Hons), Wilfrid Laurier University; Chartered Financial Analyst

Location: Toronto

 


The Target Date Plus Funds were built using our direct alternative asset capabilities and a retirement driven investing (RDI) philosophy. RDI is a framework that directly links the investment strategy with members’ savings in order to achieve retirement objectives.

Jafer Naqvi, CFA
Vice-President, Fixed Income & Multi-Asset


Fund Snapshot: Target Date Plus Funds

Why TD Greystone Asset Management

The Target Date Plus Funds take advantage of TD Greystone’s core expertise as a total portfolio solution-based manager. They provide diversified investment vehicles that seek to provide superior long-term investment returns while reducing the volatility of the funds as their maturity dates approach. The Target Date Plus Funds showcase our strengths as an active manager with strong experience in direct alternatives, including real estate, mortgages and infrastructure. The development and ongoing management of the Target Date Plus Funds makes full use of TD Greystone’s core values of teamwork and accountability.

Download the Target Date Plus Brochure »

Webinar: DC Decisions<br />What Matters Most for Your Plan Members

Webinar: DC Decisions
What Matters Most for Your Plan Members

Some plan sponsor decisions are more consequential for members than others. Join TD Greystone as we share our viewpoint on the impact and importance of key decisions that might be assessed by plan sponsors when designing and implementing their DC programs.

Watch the DC Decisions Webinar Playback »

The information is that of Greystone as of Oct 31, 2018 or earlier. As of Nov 1, 2018, Greystone now operates as TD Greystone Asset Management.

Taking a risk-based approach to evaluating<br />target-date funds

Taking a risk-based approach to evaluating
target-date funds

In this Benefits Canada article, we take a closer look at the composition of target date funds. The analysis explains how improving risk-adjusted returns with direct alternatives can potentially improve the distribution of retirement savings outcomes for plan members.

View full Benefits Canada article »

The information is that of Greystone as of Oct 31, 2018 or earlier. As of Nov 1, 2018, Greystone now operates as TD Greystone Asset Management.

Philosophy

Retirement Driven Investing (RDI)

The Target Date Plus Funds were built using a philosophy we call retirement driven investing (RDI). The RDI philosophy involves understanding actual retirement needs and actual savings patterns of Canadians, and building an investment solution that works with the member’s savings in order to help meet their retirement needs. Similar to LDI’s relationship with DB plans, RDI entails building an investment strategy around the end objectives of DC plans and their members.

Process

The investment objective of the Target Date Plus Funds is to provide a family of diversified investment vehicles that seek to provide superior long-term investment returns while reducing the volatility of the Funds, as their maturity dates approach. Primary investments include equity, fixed income, and alternative asset classes, including real estate, infrastructure and mortgages.

The Target Date Plus Funds’ process starts by taking the inputs of TD Greystone’s long term asset class assumptions and TD Greystone’s Canadian demographic and socio-economic assumptions and running them through our proprietary glide path modelling system. At a high level, this modelling process considers all available asset classes and then utilizes Monte Carlo simulations, risk mitigation in a DC context and efficient frontier analysis with a subjective overlay to produce TD Greystone’s Glide Path.

Each Fund’s strategic asset mix is based on TD Greystone’s Glide Path Model, in concert with investment strategies specific to each asset class.

Looking for a Multi-asset Class Solution Investment Partner? inquiries@greystone.ca

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