Let Target Date Analytics help you provide thoughtful target date solutions for your clients’ plans.

We've heard your concerns about the current target date products.
Serving the varying demands and needs of your plan sponsors is a challenging job. And staying on top of investment managers is equally tough. We've heard what you’ve been saying about the current products in the target date field. You may not like what you see, but you may not be fully staffed to build and maintain your own target date funds. Let Target Date Analytics help. Our expertise allows you to confidently offer a comprehensive suite of target date funds to your clients—plus we’ll relieve you of a lot of the work. Please contact us to discuss how we can best serve you.

Custom glidepath design and portfolio construction
Your clients depend on you. You can depend on us. The most important decision you make in target date fund construction is the asset allocation and its dynamic aspect, the glidepath. At TDA glidepath design is not a sideline, it is our core business. No firm knows the ups and downs of different glidepath designs like TDA. We built our business on analyzing the current offerings in the marketplace and on measuring them with our indexes, the OnTarget Indexes (OTI).

White-labeling or index identity; licensing or sub-advising
We have experience supporting advisors. We can assume a fully supporting role, wherein we assist you with the glidepath design, and you select the underlying managers and label the resulting portfolios with your name. Or we can take a front-row position and let you capitalize on our market presence and the strength of the OnTarget Index name. Our knowledgeable and experienced team can help you make the determination. Then you can proceed knowing you’ve made the best decision for your client base.

Take advantage of our experience, knowledge and focus.
Most target date fund companies disable the elegance and power of the glidepath by asking it to serve too many functions. The key to the OTI’s phenomenal success is focus. At TDA we know what a glidepath can do and what it cannot. Learn more by reading “What target date funds can do.”

You know your fund managers; we know glidepaths.
Perhaps you’ve spent years developing a stable of managers for your clients’ plans and you want to utilize that value as you go about bringing world-class target date solutions to your clients. We can help by providing the glidepath and by helping you populate the asset categories with your managers, or recommending alternatives. When you call Target Date Analytics, you’re calling the target date people.

Back to basics
At the core of our service is the creation and maintenance of the industry's first and only fundamentally designed "to" the target date index series, the OnTarget Indexes, (OTI). Don't fall into the trap of benchmarking your TDFs against two peer groups and no stable standard.