The State of the Target-Date Market: 2018

Examining Asset Trends Across Providers, Products, Vehicles, Management Styles, and Glide Path Structures

Sway’s annual in-depth study of the Target-Date market is based on a proprietary database of mutual fund and collective trust Target-Date portfolio and asset data, which includes 133 different Target-Date series spread across nearly 5,700 individual mutual fund share classes and CITs. This data is harnessed to provide insights into shifts within the $1.73 trillion Target-Date market, including across products and providers, investment vehicles, underlying investments, management styles, glide paths, and so on. This is essential research for asset management executives involved in sales, marketing and/or product development.

Brochure and order form

The State of DCIO Distribution: 2018

Key Benchmarks, Developing Trends, Winners and Outlook

Sway’s eleventh annual in-depth study of DCIO distribution reveals improving conditions for many DCIO units. Net sales are back in the black for many firms, as active managers adapt and find new ways to generate asset flows. Based on surveys and interviews of DCIO sales leaders and DC plan intermediaries, The State of DCIO Distribution: 2018 provides key benchmarks and insights to help executives expand sales, measure asset growth, improve products, and enhance budget allocations. This year, we also examine the impact of data aggregation tools and the use of active vs. passive management across domestic equity style boxes. Any firm that competes in the Defined Contribution Investment-Only space will benefit from this research. 

Brochure and order form