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Home Glide path strategy

Glide path strategy

Glide path strategy

Moving from capital appreciation to capital preservation as the year of enrollment approaches.

A mom handing her daughter the Scholar's Edge Cube as she leave the house to go to school.

Discover how your portfolio’s asset allocations change over time.

Start by selecting the estimated years until enrollment and interact with the graph to view selected asset categories or click and drag within the graph to zoom into a specific time frame.
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    Years

Selected Year of Enrollment Portfolio:

What’s the foundation of a well-positioned glide path?

Creating an asset class mix designed to help manage investment risk at every time frame up to the expected year of enrollment:

Non-linear glide path designed to minimize volatility in the Year of Enrollment Portfolios before education funds are neededUtilizes a number of investment managers and their disciplines – choosing active managers for the asset classes where it matters most to assist with portfolio diversificationActive asset allocation and monitoring by dedicated manager research teamThe investment management team has deep asset allocation expertise, also managing the Principal target date funds

Dynamic glide path, built using:

Educational statisticsAverage savings rates and forecastsDemographic and census dataTuition growth forecastsRisk assumptions

Dive deeper into the year of enrollment portfolios

The year of enrollment portfolios seek to provide long-term capital growth combined with capital preservation. Want to take a closer look at the allocations for each asset class?

View interactive portfolios Download all portfolio options (PDF)

Asset allocation and diversification do not ensure a profit or protect against a loss. The investment manager’s investment philosophy and strategy may not perform as intended and could result in a loss or gain.