Investments

Wesleyan Pension Fund, in conjunction with Morgan Stanley, is committed to developing retirement plan options designed for each participant’s needs. These Target Date Retirement Portfolio options are constructed to assist you with complex retirement decisions by automatically adjusting your investment allocation according to your targeted retirement age.

To begin, simply select the Target Date Retirement Portfolio that most closely matches your projected retirement date. Over time your portfolio allocations will automatically shift from being more equity-oriented to more fixed-income oriented thereby becoming more conservative to protect your capital as your retirement date approaches.