Target Date Funds

S&P Target Date Indices

2015-06-17 01:11:49
Ryan Nauman
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At Informa Investment Solutions, we continually strive to add new enhancements and features to our products. One type of enhancement that we focus on is improving and adding to our current list of over 59,000 indexes. Over the years Target Date funds have grown in popularity for both asset management firms and investors alike. The increase in popularity for this asset class has led to the need for appropriate benchmarks to track these products. We are happy to announce that we have added the suite of S&P Target Date indexes to our index database.

Target Date Funds and Returns-Based Style Analysis by Marc Odo CFA, CAIA, CFP

Thu, 2010-12-30

In Spring of 2010, Zephyr Associates put forth the idea of using William Sharpe’s returns-based style analysis (RBSA) methodology as a valuable tool for analyzing target date funds.  While spelling out the case for using RBSA from an academic, theoretical perspective, Zephyr clients have since requested guidance in using the idea proposed in a real-world setting to compare the performances of two families of target date funds.   This follow-up paper illustrates how the analyst might use the RBSA ideas to these ends.

Target Date Funds by Marc Odo, CFA, CAIA, CFP

Mon, 2010-04-05

Over the past several years the popularity of target date funds for use in retirement plans has exploded.  Their attractiveness is obvious:  faced with an overwhelming number of investment options in a self-directed 401(k) plan, an unsophisticated investor can instead direct all of his or her contributions to a single, well-diversified mutual fund.  While target date, lifestyle, or glide path funds have made investing easy for the plan participant, the irony is their introduction has made life harder, in some ways, for the fiduciaries whose job it is to analyze such invest


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