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A Different Perspective on Sequence‑of‑Returns Risk
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"A Different Perspective on Sequence‑of‑Returns Risk"
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As investors approach retirement, it is not surprising they may become more sensitive to the risk of a short‑term market decline. However, a narrow focus on risk of loss does not take into account the full range of risks that retirement investors face.

Despite the wild swings of the market in 2020, data indicates that most investors stayed the course and that meant they were likely to end the year with higher account balances. Still, last year’s volatility left many concerned about their retirement income, so it’s helpful to understand sequence-of-returns (SoR) risk and the potential impact this factor could have on account balances. 

Download this white paper now to get insights on SoR risk and discover how that may influence your client’s retirement strategies based on their objectives. Topics discussed include:

  • The definition SoR risk
  • How that risk plays a role in target date investing
  • Why managing SoR risk requires glide path trade-offs
  • And more… 

PLUS – find out why it is important to evaluate SoR risk in a broader, more holistic context.


Offered Free by: T. Rowe Price Investment Services, Inc.
See All Resources from: T. Rowe Price Investment Services, Inc.

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