Advisers with an interest in learning more about the custom target-date fund (TDF) marketplace can turn to the 2019 PLANSPONSOR Target-Date Fund Survey and Buyer’s Guide.
The research project examines various aspects of the TDF landscape, including a deep dive into the custom market. Data points include the names of custom TDF families and their providers, the number of funds in a given custom series, the underlying fund management approach, glide path fund landing points, asset totals and more.
The Buyer’s Guide also includes an index of TDF products and providers. Each fund page includes an overview, fund attributes, a breakdown of assets under management and information about the use of unaffiliated managers.
Finally, advisers with upcoming plan participant or sponsor meetings can take advantage of the visually engaging industry snapshot, which for example maps the market share of the top five TDF families against the rest of the TDF industry combined. We hope you will share some of what you read with a client or colleague!