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
Select at least two strategies
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Answer all questions
Select at least two strategies
Aggressive far from retirement Conservative far from retirement
Conservative near retirement Aggressive near retirement


Conservative near retirement
Aggressive far from retirement
Aggressive near retirement
Aggressive far from retirement
Conservative near retirement
Conservative far from retirement
Aggressive near retirement
Conservative far from retirement

Glide path

At retirement
Years until retirement
Years into retirement
strategies

For informational purposes only. Not an investment recommendation.

Not FDIC insured | May lose value | No bank guarantee

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