News

PACIFIC LIFE IS a well known traditional life and variable annuity provider established in 1868.  Only recently have they entered into the Investment Only portion of the retirement market, but with significant experience in asset management and wide coverage and support of advisors, their approach will help to establish them as a major player in the asset allocation market for retirement plans.

Developed with asset allocation modeling by Ibbotson Associates, Portfolio Optimization Funds offer the financial expertise of two leading professional entities: Recognized as a leader in the financial services industry for more than 140 years, Pacific Life has 15 years of experience providing asset allocation modeling to variable annuity clients. Each Portfolio Optimization Fund is composed of a carefully selected combination of Pacific Life Funds and is diversified across multiple money managers. Pacific Life Fund Advisors, LLC (PLFA), a wholly owned subsidiary of Pacific Life, is the advisor to Pacific Life Funds and oversees the Portfolio Optimization Funds.

Platforms carrying Pacific Life Portfolio Optimization Funds include Matrix, SunGard, Schwab, and TD Ameritrade as well as some record-keeping platforms like Daily Access, Acensus (BISYS), CPI and Schwab. 

Fund Details

Portfolio Optimization Funds help take the guesswork out of diversifying retirement plan portfolios. The five fund-of-funds offer plan participants the power of automatic diversification in a single security. Also, Portfolio Optimization Funds give plan participants an easy way to match themselves to a diversified fund that best suits their investment objectives, time horizon, and risk tolerance.

Each of the 5 funds are already diversified among up to:

14 MONEY MANAGERS


17 INDIVIDUAL MUTUAL FUNDS


13 ASSET CLASS STYLES