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Improving Target date Offerings: Lessons Proven Provided by Folio Investments, Inc. Disclosure: The data, information, and content in this white paper are for information, education, and noncommercial
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Improving target date offerings refers to enhancing the options available for target date funds in order to better serve investors.
Financial institutions and investment firms are typically required to file improving target date offerings.
Improving target date offerings can be filled out by providing detailed information on the enhancements made to target date funds.
The purpose of improving target date offerings is to provide investors with better choices and improved investment options.
Information such as the changes made to the target date funds, the rationale for the improvements, and the expected impact on investors must be reported.
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