J.P. Morgan Takes Target Date Compass Online
J.P. Morgan Funds has launched an online version of its target-date evaluation program, the Target Date Compass.
According to a company news release, the program provides a framework advisers can use to evaluate design factors, such as time horizon, participant behavior, risk management, and asset class diversification, and identify those target-date strategies that are most closely aligned with the goals of the plan sponsor and its participants (see “JPMorgan Announces Target-Date Evaluation Product”).
Advisers can now go online and customize the Compass by adding or removing funds from the target-date universe to focus on the most relevant funds. In addition, they can generate a target-date analysis report which provides a side-by-side quantitative and qualitative analysis of the selected funds.
“With a vast universe of target-date funds to choose from, advisers and plan sponsors need a framework to sort out and identify the right option based on their goals,” said David Musto, head of J.P. Morgan’s retail investment-only retirement business. “With Target Date Compass, advisers can make sure they have thoroughly assessed the elements of a fund’s design and whether or not it is the right match for the plan.”
More information is available here.
You Might Also Like:
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2024/01/03144712/PA-010324-Doll-Predictions-2024-1736507783-web-432x243.jpg)
Crossmark’s Doll Projects Long-Predicted Recession to Materialize in 2024
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2023/12/19124740/PA-121923-Vanguard-New-FA-Head-1254563152-web-432x243.jpg)
Doll Scores 50/50 on 2023 Predictions
![PAIL23-Adviser-Choice-Feat-1640x640](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2023/03/01154533/PAIL23-Adviser-Choice-Feat-1640x640-1-450x315.jpg)