Tag: TDFs

One of the obvious and lasting appeals of multi-asset-class portfolios such as TDFs is their potential to provide retirement plan...

State Street launches new retirement income strategy, while Federated Hermes launches two new ETFs.

Despite employers, plan participants, retirees and near-retirees showing greater interest in lifetime income options, adoption by plan sponsors has remained...

BNY Mellon Investment Management launches active sustainable ETFs; Northern Trust partners with Accelex on alternative asset data; Ninety One rolls...

Nasdaq to offer Alpha Peer Universes; OneAmerica launches adviser managed account service; PGIM Investments launches new bond funds; and more.

Vanguard announces plan to launch new China equity fund; Two Sigma and eVestment to partner through Venn; and Equitable announces...

Dimensional lists four fixed-income ETFs; Vontobel rolls out fixed-income strategies in the U.S.; Fidelity launches Guaranteed Income Direct; and more.

AllianceBernstein expands lifetime income strategy platform; Voya expands suite of target-date solutions; and Hartford Funds announces new semi-transparent ETF.

PIMCO, Morningstar team up on personalized TDF solution; Schwab launches the Schwab Ariel ESG ETF; and Confluence Technologies to acquire...

John Ruth, with Build Asset Management, says low fixed-income returns and a need for more customization calls for more evaluation...

EBRI and ICI research finds the largest net movement toward target-date fund use over the period studied occurred among consistent...

David M. Blanchett, with PGIM DC Solutions, discusses how offering both TDFs and managed accounts in a retirement plan reduces...

Vanguard to launch two active funds, reopen Wellington fund; As You Sow issues corporate 401(k) sustainability scorecard; MIM broadens investor...

They tend to sell off during downturns, but, researchers say, if they remain invested even for a few years, they...

She found the allegations were sufficient to plausibly allege a fiduciary breach and said the determination for appropriate benchmarks for...

A TDF with a moderate equity allocation at retirement and an inflation-protected bond portfolio that uses LDI principles mitigates the...

The activity of TDFs contrasted with that of other mutual funds, while CITs increased market share of target-date strategies.

The Securing a Strong Retirement Act asks the DOL to modify ERISA to allow plan sponsors to use a benchmark...

They say that even as target-date funds have grown more popular, their expenses and risk allocations vary considerably.