Browsing Tag
Glidepath
28 posts
American Century Participant Survey Reveals Looming Disappointment in Target Date Funds
Ron Surz says participants want—and need—TDFs that aren’t risky near the target date
Success of the U-shaped TDF Glidepath
Ron Surz heralds the success of the U-shaped target date fund glidepath
Surz Releases Book Championing Better, Safer TDFs
“Fixing Target Date Funds” makes his case for why they are broken by exposing near retirees with far too much risk at their target dates
What Q1 Stock Setback Means to TDF Investors—Imprudence that was Hiding Until Now
Ron Surz says most target date funds are not diversified, but undiversified concentration in US stocks and bonds was helping until now. Diversified glidepaths perform best in Q1
LeafHouse Ramps Up Personalization with New BlackRock, iJoin Collaboration
BlackRock’s LifePath lifecycle investing research and expertise being integrated into LeafHouse’s Automated Personalized Portfolio solution
Echo Boomers are the Next Retirement Wave. What Will Target Date Funds Look Like for Them?
While Baby Boomers will likely not benefit from TDF improvements, Ron Surz says Millennials should
Imminent Crises are Opportunities for Financial Advisors
Ron Surz says that fear will obsess 401(k) investors after the next stock market crash. This creates opportunities for investment advisors.
Target Date Fund Theory and Evidence
Ron Surz argues that 401(k) participants are not getting the protection that academic lifetime investment theory prescribes and are therefore much less protected than they should be near retirement
Take Another Look at TDF Glidepaths—Through a Fixed Income Lens
401(k) Specialist sits down for a Q&A with MFS Investment Management’s Jeri Savage to discuss fixed income exposure in target date funds
TDFs: Actions Speak Louder Than Words
Action: Sponsors choose TDFs that are 90% risky at their target date; Words: Sponsors say they want TDFs to protect near retirement