Services for Investment Managers
Let Target Date Analytics provide solutions to your most pressing target date needs.
Glidepath Design
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 we do. We built our business on analyzing the current offerings in the marketplace and on measuring them with our indexes, the OnTarget Indexes (OTI).
Add to your offerings; license the OTI as the core of your passive target date suite
The active/passive debate may go on forever. Some clients will always select the passive option and some will always prefer active management. This doesn’t have to be a right and wrong discussion. You can position your firm to serve both groups of clients. You may already offer a suite of actively managed target date funds, with an actively determined glidepath and actively managed underlying funds. To offer a truly passive suite of funds, you’ll want to follow an index. We know of no better index for that purpose than the OnTarget Index. Please contact us to discuss options.
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 funds 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. We’ll work with you to make the most of your strengths. When you call Target Date Analytics, you’re calling the target date people.
A second opinion
With the wide variety of ideas floating around about the best way to build a suite of target date funds, you can be excused for being a little uncertain. Even if you’ve already built out your glidepath design or engaged another firm to do it for you, we can help with a valuable second opinion. You have too much at stake not to consider all the options. Give us a call.
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.
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