30 years of experience researching asset management trends with a focus on Target Date solutions and Defined Contribution-Only Investments
Target Date
Leading Target-Date providers harness Sway’s research to measure performance, identify opportunities, and devise strategy. Our analysis is generated from a proprietary database of mutual fund and collective trust data, which we harness to provide insights into shifts across Target-Date series and providers, investment vehicles, underlying investments, management approach, glide path, expenses, and returns. Current areas of focus include TDs with embedded retirement income and the co-manufacturing of TD series.
DCIO
Sway founder Chris Brown authored the first in-depth research study of the Defined Contribution Investment-Only (DCIO) market in 2004 and continues to publish quarterly surveys of DCIO asset and sales, enabling DCIO sales leaders to track and measure business growth.
Latest News
The latest press releases from Sway Research, as well as articles of interest to DCIO and retirement executives.