Browsing Tag
Glidepath
28 posts
3 Shocking Facts You Should Know About Target Date Funds
Despite their popularity, Ron Surz says target date funds have serious deficiencies, but a few problems are shockingly imprudent and unrecognized
Theory vs. Practice in Target Date Fund Glidepaths
Academics developed a theory of lifetime investment glidepaths. Target date funds say they use this theory, but it’s marketing malarkey. Who knew?
Custom Target Date Funds Need Personalization
Ron Surz says the critical requirement for an effective customized solution is sound risk management along personalized glidepaths
A Modest Proposal for Just Two Target Date Fund Benchmarks
As in "safe" vs. "risky"—and Ron Surz recommends using them to focus exclusively on performance in the Risk Zone
Target Date Funds are Not Protecting Those Near Retirement
Ron Surz says most TDFs are too risky at their target date and that protection should be a requirement, but it’s not
Way Too Much Risk in 401k Target-Date Fund Glide Paths: Morningstar
Here are three suggestions for the Department of Labor
Record Growth of CITs Spurs Rebound of Contributions to Target-Date Strategies
Morningstar report finds lower costs lead to “remarkable advance” of collective investment trusts
Youngest Workers Eyed in Vanguard Expansion of Target Retirement Lineup
Company announces plans to launch Vanguard Target Retirement 2070 Fund and Vanguard Target Retirement 2070 Trusts
Process, Personalization in Target-Date Construction: T. Rowe’s Joe Martel
'If you design a product for the average individual, you might create a solution that doesn’t work for anyone'
A More Meaningful Target-Date Fund Choice Than ‘To’ or ‘Through’
Safe or aggressive are more meaningful choices than 'To' or 'Through' when selecting a TDF