American Century Investments®

American Century Investments® is a leading privately-controlled investment management firm with over $112 billion in assets under management (as of June 30, 2011). Since 1958, the firm has been committed to delivering superior investment performance and building long-term client relationships. Serving financial intermediaries, investment professionals, institutions, corporations and individual investors, American Century Investments offers a variety of actively managed investment disciplines. Through American Century Investments’ ownership structure, more than 40 percent of the firm’s profits support research to help find cures for genetically-based diseases including cancer, diabetes and dementia.

*You should consider the fund's investment objectives, risks, and charges and expenses carefully before you invest. The fund's prospectus or summary prospectus which can be obtained by calling 1-800-345-6488 or by visiting americancentury.com/ipro contains this and other information about the fund, and should be read carefully before investing. Diversification does not assure a profit or protect against a loss in a declining market. It is possible to lose money. The LIVESTRONG Income Portfolio is rated three stars by Morningstar. American Century Investment Services, Inc., Distributor, has entered into an agreement with the Lance Armstrong Foundation for rights to use the LIVESTRONG name. Under this agreement, every dollar invested in LIVESTRONG Portfolios through 2016 will help determine the amount the management company of American Century Investments will pay the Lance Armstrong Foundation above a guaranteed amount. Under limited circumstances, the agreement can be terminated by either party, and there will be no future payments. A LIVESTRONG Portfolio's target date is the approximate year when investors plan to start withdrawing their money. The principal value of the investment is not guaranteed at any time, including at the target date. Each target-date LIVESTRONG portfolio seeks the highest total return consistent with its asset mix. Each year, the asset mix and weightings are adjusted to be more conservative. In general, as the target year approaches, the portfolio's allocation becomes more conservative by decreasing the allocation to stocks and increasing the allocation to bonds and money market instruments. The funds are designed to provide a comprehensive and broadly diversified investment solution for an investor retiring in the target year of the fund. The target year is intended as a general guide and does not necessarily represent the exact year portfolio assets will be used. The fund is a "fund of funds," meaning that it seeks to achieve its objective by investing in other American Century Investments mutual funds. As the fund's target year approaches, its investment mix will adjust to become more conservative; the allocation to stocks will decrease, and the allocation to bonds and money market instruments will increase. The fund's risks reflect those of the underlying investments. Market performance tends to be cyclical and if the market does not favor an underlying fund's style, that fund may suffer sharp declines as a result of earnings disappointments or other market or economic events. Foreign investment involves additional risks, including political instability and currency fluctuations. The value of an underlying fund's fixed-income securities is affected by interest-rate movements such that when interest rates rise, bond prices, and the value of the bond funds, fall. American Century Investment Services, Inc. has entered into an agreement with the Lance Armstrong Foundation for rights to use the LIVESTRONG name. For more information about the foundation, visit LIVESTRONG.org.C50284


Segments

Segment One
 PLAY
Download MP3


Guest

Mike Jackson
Vice President, Division Manager, Investment Only Division
American Century Investments

Mike Jackson is a Vice President and head of the Investment Only Division at American Century Investments. The IO division is comprised of two groups. The “Defined Contribution” group focuses on the sale of American Century Investments’ strategies and funds in retirement plans. The DC team works with retirement advisors, platforms, wholesalers and TPAs. The products and tools are designed to help clients increase business and market share. The “Insurance and Specialty Products” group seeks out opportunities within variable annuity products. They are also responsible for promoting 529 sales. Mr. Jackson joined American Century Investments in 2000 and has been in the financial services business for nearly 25 years. Mike’s experience and expertise spans all facets of employee benefit products including health & welfare, disability and retirement plans. Mike is a frequent industry speaker and panelist. He is AIFA (Accredited Investment Fiduciary Analyst) certified and holds FINRA’s Series 6, 26, 51, and 63 securities licenses. He is a graduate of the University of Missouri.

For more information, call (816) 340-3760 or email: Mike_Jackson@americancentury.com


Links


Like us on Facebook Follow us on Twitter Connect with us on LinkedIn VMS

  Back to "2011 CFDD Advisor Conference Exhibitor Interviews" Show Home
Back to "The Center for Due Diligence" Station Home