Browsing Tag
Target Date Funds (TDF)
286 posts
LeafHouse, Capital Group Team Up for Customized TDF Solution
“Target Date Plus powered by LeafHouse” a data-driven personalization service designed to improve retirement outcomes for working Americans
Coming to Transamerica: Nuveen TDFs with TIAA Lifetime Income
Partnership announced today brings new investment choices to retirement savers
Great Gray’s New TDF Solution with Private Markets Access to be Powered by BlackRock’s Proprietary Glidepath
BlackRock research shows how purpose-built private markets exposures can deliver 50 bps of additional performance for target date funds, translating into 15% more for retirees
Benchmarking Personalized Target Date Accounts
Ron Surz provides a template for benchmarking PTDAs, removing an excuse for not providing them
TDFs Top $4 Trillion Mark in 2024: Morningstar
New Target-Date Fund Landscape report shows CITs now account for 52% of TDF assets, surpassing mutual funds
When ‘Risk On’ Fades, TDFs Face the Prudence Test. Baby Boomers Beware.
Ron Surz says that when the next crash happens, “Risk Off” target date funds will demonstrate the importance of prudence. Unfortunately, he says most participants in TDFs will suffer the consequences of “Risk On.”
AI, TDFs, Social Security Education Among Top Employer Resources
A new Transamerica Center for Retirement Studies report looks at the leading benefits offered by today’s plan sponsors
J.P. Morgan Taps Economic Leader to Multi-Assets Solutions Business
Firm says Geng Ngarmboonanant’s history as economic policy expert will meet boosted demand for market insights
Participants Establish Need for Personalized Target-Date Solutions
A study shows that a small percentage of participants are investing in different target years, highlighting a possible opening for personalized target-date solutions
Younger Investors Favor TDFs, But Knowledge Gaps Persist
Among investors who used multiple investment types, 63% allocated towards TDFs, balanced funds, or both, finds a collaborative report by EBRI and NAGDCA