According to Morningstar's «2015 Target - Date Landscape» report, there is an estimated $ 700bn of assets under
management in target date funds, up from $ 100bn a decade before.
Not exact matches
Many even offer
target date funds, which are an all -
in - one investment consisting of a mix of stocks, bonds and other assets that is managed by the firm that runs the
fund and require little to no
management on your part.
It moved some investment options into the least - costly share classes, and
in March again changed the plan's
management and investment lineup, hiring a new adviser as fiduciary and replacing all the «Fujitsu LifeCycle»
funds with a new set of customer
target -
date funds called the «Fujitsu Diversified»
funds (it also replaced most of the
funds in the plan).
I'm
in a
target date fund, which typically provides professional
management at the lowest possible cost.
Over time, MFS has been a leading innovator
in the asset
management industry, including creating one of the first
in - house research departments
in the mutual
fund industry
in 1932, launching the first high - yield municipal bond
fund and the first global balanced
fund, and more recently creating «outcome - oriented» products, such as its line of
target - risk,
target -
date, and other asset allocation strategies.
The S&P Shift to Retirement Income and Decumulation (STRIDE) Indices combine a
target date glide path with a new risk
management framework to serve as a benchmark for investors saving to
fund consumption
in retirement, reflecting a transition from wealth creation to inflation - adjusted retirement income.
Nothing would please us more than to see popular
fund rating shops like Morningstar and Lipper create a new
target date fund category
in the coming years that recognizes the risk
management framework represented by the S&P STRIDE Index Series.
Cerulli Associates contends the growth opportunity for defined contribution investment only (DCIO) asset managers lies within custom
target -
date funds built for large plans (those with between $ 100 million and $ 500 million) and mega plans (those with more than $ 500 million
in assets under
management).
NEW YORK --(BUSINESS WIRE)-- Deutsche Asset & Wealth
Management (Deutsche AWM) today announced that its Deutsche X-trackers US ETF platform, with approximately $ 16.7 billion
in assets, will close and liquidate the following five
target -
date exchange traded
funds (ETFs), representing less than 1 % of the platform's assets:
There is an appealing simplicity
in the concept of
target date funds that has a strong attraction for investors: Just pick a year, and lean back — your portfolio
management is now on autopilot, with coordinated diversification among the major asset classes that is rebalanced periodically toward your estimated time of arrival, your
target date.