PLANADVISER - September/October 2017 - 48

2017 TARGET-DATE FUND BUYER'S FUND GUIDE
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48 | planadviser.com september-october 2017
FOCUS TDF
MARKET
he data submitted this year for the Target-Date Fund (TDF) Buyer's Guide,
compiled by sister publication PLANSPONSOR, reinforces trends seen when
first compiling this guide, in 2015. One was that asset managers are deeply
committed to target-date fund solutions, as indicated by an exceptionally high
research participation rate-74 products-which encompasses 99% of the total
TDF marketplace by assets. Second, target-date funds, and their managers,
continue to evolve their thinking and underlying allocations.
The 2017 TDF Buyer's Guide represents $1.6 trillion in assets as of June 30. Of
the target-date fund market reported, 60% of products are in mutual funds, 37%
in collective investment trusts (CITs) and 3% in variable portfolios.
The following analysis is based on the 71 off-the-shelf, or prepackaged,
products-custom solutions are excluded-listed starting on page 54. A slightly
expanded guide is available online.
Key to any adviser and plan sponsor due diligence process that involves fund
differentiation is to examine the asset manager's philosophy and methodologies,
such as how they use passive management or unaffiliated investment managers.
About 38% of the off-the-shelf TDF families-28 of those listed in our guide-
use a hybrid or active/passive method of portfolio construction. Another 28%-21
suites-primarily use active underlying funds, and 27%-20 suites-favor index
or passive underlying funds. The remainder cited something else in that field.
Our guide to
the size, scope
and design of
target-date fund
options
Art by JooHee Yoon
on the

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PLANADVISER - September/October 2017

Table of Contents for the Digital Edition of PLANADVISER - September/October 2017

Onboarding New Clients
2017 Retirement Plan Adviser Survey
A Focus on the TDK Market
Reharvesting
Annuities in DC Plans
Keeping Them Happy
Laden With Student Debt
When Advisers Tout Their Own Services
PLANADVISER - September/October 2017 - Cover1
PLANADVISER - September/October 2017 - Cover2
PLANADVISER - September/October 2017 - 1
PLANADVISER - September/October 2017 - 2
PLANADVISER - September/October 2017 - 3
PLANADVISER - September/October 2017 - 4
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PLANADVISER - September/October 2017 - 27
PLANADVISER - September/October 2017 - 28
PLANADVISER - September/October 2017 - 29
PLANADVISER - September/October 2017 - Onboarding New Clients
PLANADVISER - September/October 2017 - 31
PLANADVISER - September/October 2017 - 32
PLANADVISER - September/October 2017 - 33
PLANADVISER - September/October 2017 - 34
PLANADVISER - September/October 2017 - 35
PLANADVISER - September/October 2017 - 2017 Retirement Plan Adviser Survey
PLANADVISER - September/October 2017 - 37
PLANADVISER - September/October 2017 - 38
PLANADVISER - September/October 2017 - 39
PLANADVISER - September/October 2017 - 40
PLANADVISER - September/October 2017 - 41
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PLANADVISER - September/October 2017 - 45
PLANADVISER - September/October 2017 - 46
PLANADVISER - September/October 2017 - 47
PLANADVISER - September/October 2017 - A Focus on the TDK Market
PLANADVISER - September/October 2017 - 49
PLANADVISER - September/October 2017 - 50
PLANADVISER - September/October 2017 - 51
PLANADVISER - September/October 2017 - 52
PLANADVISER - September/October 2017 - 53
PLANADVISER - September/October 2017 - 54
PLANADVISER - September/October 2017 - 55
PLANADVISER - September/October 2017 - 56
PLANADVISER - September/October 2017 - 57
PLANADVISER - September/October 2017 - Reharvesting
PLANADVISER - September/October 2017 - 59
PLANADVISER - September/October 2017 - 60
PLANADVISER - September/October 2017 - 61
PLANADVISER - September/October 2017 - Annuities in DC Plans
PLANADVISER - September/October 2017 - 63
PLANADVISER - September/October 2017 - 64
PLANADVISER - September/October 2017 - 65
PLANADVISER - September/October 2017 - Keeping Them Happy
PLANADVISER - September/October 2017 - 67
PLANADVISER - September/October 2017 - Laden With Student Debt
PLANADVISER - September/October 2017 - 69
PLANADVISER - September/October 2017 - When Advisers Tout Their Own Services
PLANADVISER - September/October 2017 - 71
PLANADVISER - September/October 2017 - 72
PLANADVISER - September/October 2017 - Cover3
PLANADVISER - September/October 2017 - Cover4
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