Tag: TDFs

PANC 2020: Is It Time to Re-evaluate TDFs?

There are a variety of TDF solutions to meet participants needs, so when should a custom solution be considered, and how do advisers evaluate TDFs in an unprecedented year for the markets?

Art by Jackson Epstein

Investment Product and Service Launches

Lincoln Financial Group and Capital Group combine TDFs and annuities; Federated Investors, Inc. to rename brand and ticker symbol; and MSCI publishes principles of sustainable investing.

The Great TDF Debate: Prudence vs. Performance

Comparing the “quality” of target-date funds is not a straightforward operation. One must decide how to prioritize performance, risk and many other factors when making a prudent investment decision.

What Prolonged Low Rates Mean for TDF Investors

While they are responding in different ways, tactical and strategic target-date fund managers all have to adjust to a new normal of persistently low U.S. and global interest rates.