P&I Should You Follow The Crowd With Target-Date Fund Investing? 2018 | Pensions & Investments | 18 July 2018 | New York, USA
Venue
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| Event Date | Wed Jul 18 EDT (over 6 years ago) |
| Location | New York, USA |
| Region | Americas |
Details
Morningstar Investment Management LLC and UBS Asset Management invite you to join us for a webinar as we discuss the current state of the target-date fund landscape.
Assets in target-date funds surpassed $1 trillion in 2017, and the lion's share of new assets went into low-cost, passive target-date funds. Does this trend imply a decreased need for plan sponsor due diligence? Are there hidden dangers in “following the crowd” or taking a simplistic approach to choosing a target-date fund for your plan?
We will discuss:
• Key findings from Morningstar Investment Management’s 2018 Target-Date Landscape Report
• The latest trends in assets, performance and fees, and implications for plan sponsors
• How participant data plays a critical role in selecting a target-date fund for your plan
Speakers
2018 Speakers
Jeff Holt
Director of Multi-Asset & Alternative Strategies, Morningstar Research Services LLC
Thomas Idzorek
Chief Investment Officer, Morningstar Investment Management LLC
Sponsors & Partners
2018 Sponsors
• Morningstar
• UBS