ETFs in Target Date Funds

Exchange Traded Funds (ETFs) have become an increasingly popular investment vehicle in the industry for multiple reasons, some of which include costs and increased investment coverage (i.e. “Smart Beta” ETFs). There remains, however, a large corner of the market that has not seen ETF penetration and this is the defined contribution / 401k space.


Read More

3Q TDF Industry Glidepath Changes

Target Date Funds (TDFs) have a pre-determined glidepath which drives its asset allocation. While it does not happen frequently per se, this pre-determined path can be changed by the TDF issuer at any time. These adjustments can be smaller more fringe changes or more wholesale methodology changes.


Read More

3rd Quarter TDF Performance Overview

While we believe individual TDF performance should not be analyzed on a quarter-by-quarter basis, regular examination of the industry as a whole can reveal general themes and interesting nuances.


Read More

3Q19 TDF Flows

Now that we’ve entered the final quarter of 2019, let’s look back at the flows within the TDF industry. Overall for the quarter, the industry saw net inflows of $27.8 billion, or about a 1.3% increase over the end of 2Q19. Total AUM in TDFs hit nearly $2.2 trillion.


Read More