The 4th Quarter of 2019 saw some interesting flow activity into TDFs. While there are many ways to slice and dice the information, we’ll take a look at some interesting highlights below.
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4Q19 TDF Flows
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4Q19 TDF Returns
As we march along into 2020, we’ll start reviewing what occurred in the TDF market in the last quarter on 2019. The first aspect we’ll look at is returns.
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Happy Holidays!
It’s the holiday season once again. With the numerous parties that often come at this time of year, whether it be with coworkers, friends, or family, quite often the celebration involves food, drinks, and hard to resist treats! The preparations for these parties often include menu planning, such as depicted in the best Christmas movie ever, National Lampoon’s Christmas Vacation.
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You cannot be Serie(ou)s!
One of the most decorated tennis players—tied for 14th on the all-time number of grand slams list—is John McEnroe. However, he is probably remembered by most for his frequent questioning of the chair umpire. His most memorable tirade in 1981 at Wimbledon was a quote that eventually provided the title for his memoir… “You cannot be serious!”
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riskY Y
In our exploration of “what is a glide path” we touched on their basic premise: to represent asset allocation over time for a Target Date Fund (TDF). Traditionally, when viewing a single glide path, the vertical (Y) axis represents equity exposure and, at times, can show a stacked area chart of overall asset allocation.
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