Investment Products and Services Launches
Putnam Announces New Pricing for TDFs; First Trust to Launch AI and Robotics ETF; and Vanguard Launches Factor-Based ETFs.
Tag: target-date funds
Using Data to Determine the Best QDIA for Your Clients
A paper from Morningstar Investment Management lays out a framework for advisers and plan sponsors to determine the qualified default investment alternative (QDIA) that is the best fit for a plan's demographics.
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.
Some TDFs Allow Managers to Tactically Allocate Assets
But they do so cautiously, setting limits on the amount of the assets that can be adjusted, and some doing so only once a year.
Fiduciary Concerns When Considering Managed Accounts
Managed accounts offers unique personalization catered to a participant’s needs, but are the possible fiduciary mishaps worth implementing the product?