Browsing Tag
Target Date Funds (TDF)
304 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.
What Managed Accounts Offer That Target Dates Miss (Supposedly)
Managed accounts offer customized retirement savings, higher savings rates, and better diversification. Learn how they outperform TDFs.
How Investment Managers Should Access the 401(k) Market
Target Date Funds face rising competition; asset managers must adapt strategies to succeed in the defined contribution market.
Which Asset Managers Dominate in 401(k) DC Space?
Retirement expertise and offering target-date funds give a handful of asset managers an edge among plan advisors, according to…
401(k) Balances Skyrocket, Hit New Highs
Retirement account balances reached all-time highs for the fourth consecutive quarter. Helped by strong stock market performance, the…
Why This Target Date Trend Continues in 401(k)s
The move towards non-proprietary fund products continues, at least in target-date lineups. Diversifying allocations and outsourcing non-core areas…
More Diversification in Target-Date Fund Options
While the number of target-date funds has grown significantly in recent years, their “overall construct has largely stayed the same."
401(k) Plan Sponsors Reject Proprietary Fund Products
Proprietary funds continue their 401(k) market share decline, with the share of recordkeepers' proprietary assets declining from 59 percent to 43 percent.
Why Target Date Funds Aren’t All That, After All
Academic egghead alert! It appears target date funds aren’t all that, at least according to a recent research…
The ‘Smart’ Ingredient in Next-Gen Target Date Funds
Love ‘em or hate ‘em, target date funds are all the rage, and “smart beta,” an increasingly popular…
Why Target Date Funds Keep Looking Better
It was only a matter of time before we’d see headlines like this: “3 Reasons Target Date Funds…