Tag: Lifecyle funds

Fixed-Income Holdings Can Make Or Break TDF Performance

J.P. Morgan’s head of target-date strategies urges plan advisers to reexamine the “critical role of fixed-income assets in target-date funds,” highlighting ways they can help clients generate stronger risk-adjusted returns and manage volatility.

TDF Market Shows Signs of Maturity

An increase in the number of TDF providers has been a positive development for investors, as it has led to lower fees and more product choices, according to Mercer research. 

Investment Products and Service Launches

HealthSavingsAdministrators Launches HSA Featuring Franklin Templeton Funds; Natixis ESG TDF on the Horizon; Wilshire Associates Rolls Out Equity Hedge Fund Index; and more.

Investment Products and Service Launches

Charles Schwab Lowers Trade Commissions and Index Fund Fees; Symons Capital Releases Small Cap Equity Mutual Fund; Pantheon Targets DC Plans for Private Equity Strategies; and more.