The grading schedule indicates the length of time it takes for the client to become fully invested within the glide path. Each year of the grading schedule, the client’s investment allocation shifts toward the glide path. At the beginning of the grading schedule, the client is 100% invested in their current asset allocation. By the end of the grading schedule the client is 100% invested in the glide path allocation.
Please reference the links below for more information on the Grading Schedule:
