Managing target date strategies through all market cycles

As target date investors approach retirement age, we take a more cautious approach to the equity exposure and focus on managing sequence-of- ...

Target Date Strategies | J.P. Morgan Asset Management

Managing target date strategies through all market cycles ... Portfolio manager Dan Oldroyd discusses his approach to target date investing and how he actively ...

How investor behavior factors into our TDF portfolio plan

The investment horizon for target-date funds can be very long, possibly decades. Market volatility tends to be short-lived and much shorter than ...

How We Design a Blend Solution for Target Date Investors

managed target date strategies through multiple market cycles. October 2023. Wyatt Lee. Head of Target Date Strategies. Kim DeDominicis. Portfolio Manager, ...

Target Date Funds and Stock Market Dynamics | NBER

TDFs allocate a fixed percentage of their investors' money to stocks and bonds, typically investing through stock and bond mutual funds. The mix ...

How Target-Date Funds Stabilize Markets - Morningstar

The desired equity share declines smoothly over time to reach roughly 40% 10 years after the target date. Therefore, an aging population (such ...

Nuveen Lifecycle Target Date Series

Retirement insights Team map Comparison of target date strategies Capital market ... over the management of, and the investments made, in the Fund. The ...

Retail Financial Innovation and Stock Market Dynamics: The Case of ...

... Target Date Funds (TDFs, also called life-cycle funds). A TDF is a ... over time to reach 30 to 40 percent 10 years after the target date.

Target Date Funds as Asset Market Stabilizers: Evidence from the ...

Specifically, TDFs – now comprising a quarter of all 401(k) plan assets – caused significant contrarian investment flows across asset classes, flows that were ...

Target Date Solutions - PIMCO

Allocates roughly 95% of portfolio to equities in furthest dated vintages to help maximize the balances of the youngest participants. Equity allocations aim to ...

The evolution of target date funds - Natixis Investment Managers

passive investing strategies have begun competing for assets in the target date space. ... path they follow over time and across changing market cycles. We ...

Make it personal: The next chapter for target date solutions

Target date strategies have emerged as the de facto investment vehicle for US employees saving for retirement in defined contribution (DC) plans.

Target Date Funds: The Power of the Consensus Glide Path

business cycles through asset diversification and fund rebalancing. The ... market allocation, while reducing active risk exposure, all in a cost-effective.

Achieving Balance: Benefits of the Blend in Target Date Funds

Executive summary · What's driving the disconnect between core menus and target date funds? · Active management is becoming less expensive · Even ...

Target Date Funds: Evidence Points to Growing Popularity and ...

Target date funds offer professional management of a diversified portfolio that rebalances over time. The EBRI/ICI 401(k) database has ...

Investing in Target Date Funds: A Guide for Millennials - Investopedia

Automatic asset allocation: Target date funds remove all of the work in managing risk from the investor. You simply contribute to the fund, and ...

Save the Date: Target-Date Funds Explained | FINRA.org

When investing in your 401(k) or other retirement savings account, target-date funds, also known as life-cycle funds, are one popular option. You pick a fund ...

Hitting the Mark with Target Date Portfolios - Morgan Stanley

If your projected retirement date changes, you can move your funds into a different target-date fund or choose a different investment strategy. Instead of ...

Target Date Funds - Financial Edge Training

One of the major benefits of investing in target-date products is that investors can align their personal goals and plans with a future date. It ...

Can target date funds help you retire on time? - E*Trade

These portfolios consider the year in which you plan to retire and reduce your exposure to riskier investments as you near that date, helping ...