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Tag Archives: Benchmarking Target Date

Sep 12, 2014

Benchmarking target date funds (TDFs) with market-driven indices ≠ performance chasing.

At their core, TDFs are professionally managed asset allocation policies. Questions therefore naturally arise around how (or even whether) they should be benchmarked with market indices. The investor(s) on whose behalf a particular policy is undertaken may have highly subjective criteria for success that have very little to do with outperforming market benchmarks. For example,…


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