2Q20 Target Glidepath Changes

Target Date Fund (TDF) issuers have a stated target glidepath they adhere to when building asset allocation within the different vintages. One caveat is that many issuers have the ability to adjust exposure from this target/baseline exposure based on market conditions. However, issuers also have the ability to alter this target glidepath as they see fit. Often, these changes are relatively minor, but sometimes a more significant shift may occur.


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1Q20 TDF GlidePath Changes

As we’ve talked about in a couple previous posts, TDF issuers have the right to alter their glide path at any given time. Any given quarter may see numerous or few (if any) changes within the industry. Despite the tumultuous market in the 1st quarter, the industry saw minimal glide path changes.


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4Q19 TDF Target Changes

Target Date Fund issuers have the right to change their glide path whenever they see fit. It makes the historical and ongoing analysis of the TDF a bit trickier. Sometimes the changes can be rather large and sometimes just nuanced changes. During the 4Q19 quarter we saw a handful of changes, most of which fall in the nuanced camp.


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3Q TDF Industry Glide Path Changes

Target Date Funds (TDFs) have a pre-determined glide path 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.


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