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DCIIA Custom Target Date Fund (cTDF) Survey (PDF)
Defined Contribution Institutional Investment Association [DCIIA] Link to more items from this source
June 1, 2020

13 presentation slides. "Custom TDF assets represented in the sample exceeded $312 billion, while plan assets exceeded $1.2 trillion ... [O]verall the median allocations between [2017 and 2018] were very stable, with few changes observed.... YE 2018 data at the plan level [showed] wide ranges of allocations within vintages and asset categories. This indicates that asset allocators and individual plan sponsors had different views of the ideal glide path for each vintage, with asset allocations varying by as much as 30 percentage points."  MORE >>

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