Tag: custom target-date funds

Art by Jackson Epstein

Investment Product and Service Launches

Calvert launches institute for responsible investing; BNY Mellon and Wilshire Associates create TDF platform; and intellicents to use Morningstar managed account service.

New DCIIA Report Aims to Help DC Plan Sponsors With Custom TDF Discussions

Chris Nikolich, with AB, and co-contributor to the research initiative, told PLANADVISER, “The whole purpose of this was to allow plan sponsors to compare their custom allocations to others managed by potentially other investment managers. That kind of peer information didn’t exist; there has been no ability for plan sponsors to gauge how similar or different their custom TDF glidepaths are to others.”