PLANADVISER - September/October 2017 - 57

ATTRIBUTES
UNAFFILIATED MANAGERS
FUND
TACTICAL GLIDE
PATH DEVIATION
No
No
No
Yes, 5%
No
No
No
No
Yes, 15%
Yes, 15%
Yes, 3%
No
No
No
No
No
No
Yes, 5%
No
No
Yes, 5%-10%
Yes, 5%-10%
Yes, 5%-10%
Yes, 5%-10%
Yes, 10%
No
No
Yes, 6%
Yes, 6%
Yes, 6%
Yes, 6%
Yes, 10%
No
LANDING
POINT
16 YATD
16 YATD
16 YATD
16 YATD
20 YATD
At TD
15 YATD
15 YATD
15 YATD
At TD
At TD
At TD
20 YATD
20 YATD
20 YATD
20 YATD
5 YATD
5 YATD
10 YATD
10 YATD
10 YATD
30 YATD
30 YATD
30 YATD
30 YATD
At TD
7 YATD
7 YATD
At TD
At TD
At TD
At TD
Yes, 15%; -75% 10 YATD
10 YATD
10 YATD
FEATURES
No
No
No
No
Yes
Yes
Yes
Yes
Yes
No
No
Yes
Yes
Yes
Yes
No
No
No
No
No
Yes
No
No
No
No
Yes
No
No
Yes
Yes
Yes
Yes
No
Yes
No
% OF
ASSETS
MANAGED
LARGEST
LARGEST
% OF
ASSETS
ASSETS UNDER MANAGEMENT
YEAR END
2015
($mm)
2,076
324
93%
70.3%
47%
32%
32%
BlackRock
Vanguard
Mellon Capital
Mellon Capital
Mellon Capital
89%
70%
6%
20%
22%
2,100
1,622
28
26,325
23,190
245
575
1
87%
100%
100%
37%
BlackRock
BNY Mellon
BNY Mellon
BlackRock
32%
72%-86%
1,216
1,094
17%-35% 10,034
0%-9%
3,209
R
22,907
236
100%
Vanguard
36%
20,675
4,630
170
134,374
298
23,008
838
43%
MFS Investment Management
10%
3,744
13%
52%
61%
69%
100%
BlackRock
T. Rowe Price
BlackRock
BlackRock
SSGA
4%
9%
14%
31%
96%
225,000
133,000
1,654
3,332
10
1,596
53
3,485
15,079
YATD = years after target date; YBTD = years before target date.
YEAR END
2016
($mm)
2,338
351
2,600
1,767
43
R
R
R
828
2,100
1,359
1,691
10,341
3,403
49
30,552
1,259
24,348
6,990
488
142,613
7,135
29,104
1,145
3,895
280,000
170,000
2,214
3,080
22
1,538
58
4,477
9,413
Q2 2017
($mm)
2,818
425
3
1,796
189
26,983
28,245
512
958
2,600
1,267
2,055
11,298
3,708
177
35,875
2,968
27,675
9,275
601
151,135
12,379
38,323
1,348
4,212
331,000
209,000
2,927
3,136
27
1,790
65
4,990
7,658
planadviser.com september-october 2017 | 57

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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
PLANADVISER - September/October 2017 - 5
PLANADVISER - September/October 2017 - 6
PLANADVISER - September/October 2017 - 7
PLANADVISER - September/October 2017 - 8
PLANADVISER - September/October 2017 - 9
PLANADVISER - September/October 2017 - 10
PLANADVISER - September/October 2017 - 11
PLANADVISER - September/October 2017 - 12
PLANADVISER - September/October 2017 - 13
PLANADVISER - September/October 2017 - 14
PLANADVISER - September/October 2017 - 15
PLANADVISER - September/October 2017 - 16
PLANADVISER - September/October 2017 - 17
PLANADVISER - September/October 2017 - 18
PLANADVISER - September/October 2017 - 19
PLANADVISER - September/October 2017 - 20
PLANADVISER - September/October 2017 - 21
PLANADVISER - September/October 2017 - 22
PLANADVISER - September/October 2017 - 23
PLANADVISER - September/October 2017 - 24
PLANADVISER - September/October 2017 - 25
PLANADVISER - September/October 2017 - 26
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
PLANADVISER - September/October 2017 - 42
PLANADVISER - September/October 2017 - 43
PLANADVISER - September/October 2017 - 44
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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