Ly Tran, Ph.D.

Ly Tran

Asset Allocation Strategist

Ph.D., International Economics and Finance, Brandeis University, 2015
B.A., Applied Mathematics and Economics, Whitman College, 2006

Ly Tran is an asset allocation strategist for Russell Investments focused on developing and supporting investment strategies for defined contribution retirement plans. Her responsibilities include production of allocation strategies for Russell Investments’ Personal Retirement Accounts, analysis for custom target date funds, retirement readiness studies, and research on industry glide paths and trends affecting DC sponsors and participants. She has co-authored research papers at Russell Investments on retirement products. Prior to Russell Investments, Ly was an instructor at Brandeis University and Babson College. She taught microeconomics, game theory, and introduction to investments and financial markets.

Income is the outcome: A review of lifetime income solutions

November 2020
Exploring solutions to help DC participants convert accumulated retirement balances into lifetime income.

What are reasonable outcomes to expect from a target date glide path?

February 2019
Participants in 401(k) plans and plan sponsors may be challenged to understand whether their future savings and investment plans are consistent with their planned retirement income. In this article, we investigate a simple approach to compare the ambitiousness of the participant’s plan with the reality of growth available from existing target date solutions.