Target Date Funds
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Target Date Funds
Keeps up with the growth and evolution of Target Date funds and related strategies
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How Much Risk Should A 65-Year-Old Take?

How Much Risk Should A 65-Year-Old Take? | Target Date Funds | Scoop.it
Stacy Schaus, Executive Vice President at PIMCO and her colleague, Ying Gao, recently wrote a white paper titled, “Loss Capacity Drives 401(k) Investment Default Evaluation” that tackles some of th...
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The truth behind target-date funds

The truth behind target-date funds | Target Date Funds | Scoop.it
Target-date funds have been a hit for the fund industry. But outsize stocks bets are common, strategies are all over the map and costs can be high. Here's what you need to know.
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BlackRock, Inc. : National Survey of Workers and Retirees from BlackRock: Most Workers Not Saving Full Amount Permitted by Their 401(k) Plan | 4-Traders

BlackRock, Inc. : National Survey of Workers and Retirees from BlackRock: Most Workers Not Saving Full Amount Permitted by Their 401(k) Plan | 4-Traders | Target Date Funds | Scoop.it
Yet, Rate of Savings Increases With Time in the Plan, Retirees Report


More Than Nine in 10 Workers Find Target Date Savings Concept
Appealing


BlackRock...
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Folio's Non-Traditional Diversification in Focus - TheStreet

Folio's focus on baskets of niche ETFs may be paying off now, but it is too soon to tell whether that will last.
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Fixing Target Date Strategies: 'Target Date Folios'

Fixing Target Date Strategies: 'Target Date Folios' | Target Date Funds | Scoop.it
Prepared Specially for FOLIOfn Investments, Inc. by Quantext (Geoff Considine, Ph.D.)Summary FOLIOfn has developedTarget Date Folios to improve upon the benefits of target date mutualfunds.
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Take the Guesswork Out of Retirement Savings

Determining your savings rate can feel like guesswork--how large might my nest egg grow in 20, 30, or...
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Why Target-Date Funds Are Off-Target for Many Investors - Kiplinger

Why Target-Date Funds Are Off-Target for Many Investors - Kiplinger | Target Date Funds | Scoop.it
Analysts once called companies like General Electric and Xerox “one-decision stocks”—buy ’em and forget ’em, then reap the benefits years later. Today, target-date mutual funds are one-decision retirement plans.
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48% of DC assets in target-date funds by 2020, Casey Quirk predicts

48% of DC assets in target-date funds by 2020, Casey Quirk predicts | Target Date Funds | Scoop.it
Target-date funds will account for 48% of all U.S. defined contribution assets by 2020, well above the 12.5% they represented last year, according to a forecast from Casey Quirk & Associates.
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The Power of Effective Diversification

The Power of Effective Diversification | Target Date Funds | Scoop.it
Diversification is one of the most misunderstood concepts in investing. If you read a good explanation of the strategy, you’ll learn that the goal of diversification is to combine different investm...
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Building Portfolios for Any Objective - Forbes

Building Portfolios for Any Objective - Forbes | Target Date Funds | Scoop.it
FOLIO constructs Ready-to-Go portfolios to help investors meet a variety of goals. Today, president and CEO Greg Vigrass discusses how the company researched the target-date category and developed its own unique approaches.
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Agency Problems in Target-Date Funds by Vallapuzha Sandhya :: SSRN

Agency Problems in Target-Date Funds by Vallapuzha Sandhya :: SSRN | Target Date Funds | Scoop.it
Target-Date Funds (TDFs) facilitate retirement planning by varying asset allocation over time with the goal of reducing portfolio risk.
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