The State of the Target-Date Market: 2017

Examining Asset Trends Across Providers, Products, Vehicles, Management Styles, and Key Features 

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 128 different Target-Date series spread across more than 5,000 individual mutual fund share classes and CITs. This data is harnessed to provide insights into shifts within the $1.33 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.

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The State of DCIO Distribution: 2017

Maintaining a Growth Trajectory in an Uncertain Market

Sway's tenth in-depth study of DCIO distribution finds the industry in a state of uncertainty. The impending implementation of the DOL fiduciary rule and a rash of lawsuits targeting DC plan sponsors have the potential to radically change the marketplace. Based on surveys and interviews of DCIO sales leaders and DC plan intermediaries, The State of DCIO Distribution: 2017 provides key benchmarks and insights to help executives rationalize sales, asset growth, and budget allocations, as well as address opportunities to improve product salability regardless of the challenges presented by the DOL rule and legal environment. Any firm that competes in the DCIO space will find this research essential

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