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Target Date Funds: Overstocked
Marc Fandetti of Meketa Investment Group, via SSRN Link to more items from this source
Sept. 20, 2015
"The three largest ... 'off the shelf' Target Date Funds (OTDFs) intended for investors with a 10-20 year investment timeframe maintain radical levels of pubic equity exposure -- much higher than pension funds, which are, generally and unlike an investor's retirement plan account, intended to operate perpetually.... As a result of extreme public equity exposure, the largest OTDFs provide little 'downside protection' to investors: they behave mostly like 100% equity investments.... The inability of investors to access alternative investments has resulted in acute dependence on public equities and to lop-sided asset allocations that would surely be rejected by defined benefit pension funds."

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