Browsing Tag
Sway Research
11 posts
Target Date Trends: 15% Growth in 2024; Fees Continue to Fall
New Sway Research report breaks down developments including CIT growth, Vanguard’s new milestone, BlackRock’s LifePath Paycheck intro, and the ongoing decline in fees
‘Co-Manufacturing’ Trend Having Major Impact on New Target Date Series Launches
Report from Sway Research explores trend, shows TDF assets top $4 trillion as CITs overtake mutual funds
CITs Dominate Mutual Funds on Target Date Assets for 2022
Recent findings by Sway Research expects CIT TDFs to overtake mutual fund TDFs by the end of the year
Market Leader Slips, Competitors Gain in Target-Date Asset Totals
CIT-based target-date solutions now control 45% of non-custom target-date assets
CITs On Pace to Overtake Mutual Funds in DC Plans by 2025
Fueled by demand for lower-cost vehicles, Sway Research says DCIO assets invested in collective investment trusts will surpass $2 trillion in 2021
401(k) DCIOs on Track for ‘Remarkable’ Year, Despite COVID
Good news in DCIO. The Defined Contribution Investment-Only (DCIO) market is projected to total $5.3 trillion at year-end…
Target-Date Funds Surged to $2.3 Trillion in 2019
Assets in target-date mutual funds and CITs shattered the $2 trillion mark in 2019, reaching $2.29 trillion by…
401k Fee Cuts, Collective Investments Threaten DCIO Margins
After a rough end to 2018, the result of falling stock prices, DCIO (Defined Contribution Investment-Only) assets rebounded…
Surprising Target-Date Fund Findings from 2018
Assets in target-date funds grew again in 2018, although growth was somewhat muted thanks to the fourth-quarter market…
401(k) Aggregators Rise in Industry Influence
The traditional wholesale model remains a force in DCIO sales, but new groups are growing in influence, including…