Tag: Lifecyle funds

Putnam Investments offers new strategies for uncertain markets; American Century Investments announces the public availability of AC Alternatives Long Short Fund; GSAM makes progress on planned merger of...

Cerulli Associates outlines various hurdles to wider managed account adoption in a new report, while urging advisers to consider how managed accounts can complement TDFs. 

59% of recently hired 401(k) participants held TDFs, compared with 48% of 401(k) plan participants overall, a study found.

John Hancock Investments adds three retirement portfolios to TDF suite; RMB Capital adds to investment expertise; American Funds debuts Active Scorecard fund screening tool.

More than three of every five dollars invested in a target-date mutual fund or CIT is controlled by one of only three financial services firms, research found.

When selecting a TDF, many retirement plan sponsors fail to look holistically at allocation and risk.

Target-date funds may not be a set-it-and-forget-it investment after all, according to a Financial Engines study.

A new managed account approach from Stadion Money Management reflects some key changes in industry thinking adopted since the Pension Protection Act popularized aggressive use of the QDIA....

Even otherwise knowledgeable users of target-date funds seem not to fully understand the diversification benefits of TDFs, leading to the harmful behavior of “partial TDF use.”

Target-date fund investors are absorbing the lesson that both passive and active investments can play a role in retirement portfolios, according  to new research from Voya Investment Management.

S&P Dow Jones Indices adds retirement income indexes; Northern Trust Asset Management reveals its next generation of target-date funds; and Beaumont Capital reveals a defensive TDF alternative.

“We recommend that plan sponsors consider these investment ‘ideas’ in the context of their overall plan objectives and constrains and under the advice of their investment consultant or...

A large Vanguard survey of workplace retirement investors finds more than ever have a decent understanding of their investments—especially when it comes to TDFs. 

Part of what makes universal retirement planning advice hard to apply is that consumption datasets are inherently noisy, and “savings is the flip side of consumption.”