Browsing Tag
Target Date Funds (TDF)
309 posts
Target date funds (TDF) , also known as lifecycle or target-retirement funds, are investment funds designed to automatically adjust their asset allocation over time to become more conservative as a specific target date (usually a retirement year) approaches. They offer a convenient “set-it-and-forget-it” approach to investing, particularly for retirement savings.
Putnam Creates Suite of Sustainable TDFs
Firm to add ESG-focused target-date series to its offerings for the retirement market
Plan Sponsors Seek Personalized 401(k) Solutions
Plan sponsors want tailored solutions, encourage workers to stay with 401k provider
Younger 401(k) Participants Really Like TDFs, New Study Finds
Joint ICI and EBRI research shows recently hired 401k participants more likely to invest in target date funds
Target-Date Funds Are Not Safe Because Bonds Are Not Safe
So far this year, near-dated TDFs are losing about as much as long-dated.
Making Sure Your Client’s Target Date Fund Uses the Right GPS
A look under the hood at what drives BlackRock’s LifePath® franchise
401(k) Market Minute: Target Dates Tank and Billionaire Thiel Attacks ESG
That’s just some of what’s happening this week.
In Case You Didn’t Notice, Target-Date Funds Are Losing Money
Beware the risk in bonds
Capital Group Teams with Morningstar on New Target Date Partnership
'It will enable retirement plans to deliver personalized asset allocation that participants, plan sponsors and advisors increasingly seek'
Annexus, State Street Partner on TDF with Embedded Income Solution
Financial firms team up to launch target date fund embedding an in-plan income solution benefiting all parties in the DC value chain
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