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The State of the TargetDate Market: 2023 Examining Asset Trends Across Providers, Products, Vehicles, Management Styles, and Glide Path Structures OverviewStudy Sections: I:Market Overview II:Market
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How to fill out target date strategies

01
Identify your target retirement age.
02
Determine your risk tolerance.
03
Choose a target date fund that aligns with your retirement goals.
04
Regularly review and adjust your investment strategy as needed.

Who needs target date strategies?

01
Individuals who lack the time or expertise to manage their own retirement investments.
02
Employers looking to offer a simple and automated retirement investment option for their employees.
03
Anyone with a specific retirement date in mind who wants a pre-set investment strategy.
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Target date strategies refers to investment funds that automatically adjust their asset allocation over time to become more conservative as the target date approaches. It is commonly used in retirement plans.
Financial institutions offering target date strategies are required to file them.
Target date strategies can be filled out by providing information about the fund's target date, asset allocation, and investment strategy.
The purpose of target date strategies is to help investors achieve their retirement goals by managing risk and return based on their planned retirement date.
Information on the fund's target date, asset allocation, and investment strategy must be reported on target date strategies.
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