This is the universe of target-date strategies
TargetDateVisualizer focuses on standard deviation, a broad measure of risk, at critical points of the glidepath for each strategy.
The tool helps plan sponsors and advisors to identify a strategy whose investment philosophy most closely matches with their plan’s objectives.
To help analyze these strategies, we’ve divided them into four quadrants.
Each quadrant represents the strategies’ estimated risk, as measured by standard deviation, relative to peers.
Next, let’s answer a few questions to help identify an appropriate strategy.
These strategies best match the investment philosophies based on the answers you provided. Select up to 5 strategies to compare:
View your detailed analysis by clicking Generate report below.
- In-depth target date risk and return metrics
- Documentation of your target date selection process
- Analysis for all drawdowns since 2008
