Tag: target-date funds

Investment Product and Service Launches

Lincoln Financial Creates Personalized Target-Date Portfolios; Aon Hewitt-Managed Pooled Funds Claim Compliance with GIPS; Broadridge Financial Increases Data and Analytics Team; and more.

Investment Product and Service Launches

Ticker Tocker and Tradier Integrate to Offer Unlimited Commission-Free Equity Trades; DWS Creates Additional Xtrackers ETFs;  Hueler Analytics Creates Due Diligence Feature Aimed at Fiduciaries; and more.

Getting Serious About TDF Sequence of Returns Risk

The growth in target-date fund usage continues to be incredible; missing is a deeper discussion of sequence of returns risk and other potential challenges for participants associated with this growth.

ESG Investing Continues to Rise

Yet, according to ClearPoint Financial Partners, the investing strategy only accounts for less than 1% of the $7.7 trillion U.S. defined contribution (DC) retirement market.  

Investment Products and Services Launches

First Trust Launches Index Based ETF; BCG Adds Stadion 401(k) Managed Account on Recordkeeping Platform; Mercer Partners With Investment Metrics for Client Reporting; and more.

Investment Products and Services Launches

Invesco Releases New TDF Series With 12 Fund Offerings; Efficient Advisors Launches Mutual Fund Partnership with Dimensional; Catalyst Funds and BNP Paribas Team up to Develop Index Funds.