The State of the Target-Date Market: 2024
Examining Asset Trends Across Providers, Products, Vehicles, Management Styles, and Glide Path Structures
Leading Target-Date providers harness Sway’s Target-Date 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 includes 197 different Target-Date series (135 with assets as of Year-end 2023) spread across more than 6,200 mutual fund share classes and collective trusts. Sway harnesses this data to provide insights into shifts within the $3.5 trillion Target-Date market, including across Target-Date series and providers, investment vehicles, underlying investments, management approach, glide path types, and expenses and returns.
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The State of DCIO Distribution: 2024
Key Benchmarks, Developing Trends, Winners and Outlook
The latest edition of Sway’s annual in-depth study of DCIO distribution finds asset managers harnessing relationship pricing and co-manufacturing to expand flows from DC plan participants. Based on surveys and interviews of DCIO sales at 20 asset managers with nearly $3 trillion of DCIO AUM, more than 200 DC plan-focused advisors, and 30 DCIO field wholesalers, this research is designed to provide DCIO sales leaders key business benchmarks—assets, gross and net sales, headcounts, spending, etc.—and insights to enhance the development of investment products and inform distribution strategy.
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The State of the Target-Date Market: 2023
Examining Asset Trends Across Providers, Products, Vehicles, Management Styles, and Glide Path Structures
This annual study is based on a proprietary database of mutual fund and collective trust Target-Date series, which included 130 Target-Date solutions as of Year-end 2022, spread across more than 6,000 mutual fund share classes and CITs. Sway harnesses this data to provide insights into shifts within the $2.8 trillion Target-Date market, including across Target-Date series and providers, investment vehicles, underlying investments (fund of funds, ETFs, etc.), management styles (i.e., Active, Hybrid, Passive), glide path structures (i.e., To vs. Through, Tactical vs. Pre-determined), and so on. Leading Target-Date providers harness Sway’s Target-Date research to measure performance, identify opportunities, and devise strategy.
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The State of DCIO Distribution: 2023
Key Benchmarks, Developing Trends, Winners and Outlook
The latest edition of Sway's annual in-depth study of DCIO distribution finds DCIOs supporting plan advisors and sponsors through a tumultuous environment for stocks and bonds that has wiped trillions from participant balances and negatively impacted asset management revenues. Based on surveys and interviews of DCIO sales leaders at 21 asset managers with $3 trillion of DCIO AUM and 200 DC plan-focused advisors, this research is designed to provide DCIO sales leaders key business benchmarks—assets, gross and net sales, headcounts, spending, etc.—and insights to enhance the development and marketing of CITs, ESG offerings, Target-Date series and retirement income solutions.
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The State of the Target-Date Market: 2022
Examining Asset Trends Across Providers, Products, Vehicles, Management Styles, and Glide Path Structures
This annual study is based on a proprietary database of mutual fund and collective trust Target-Date series, which includes 184 Target-Date series spread across 7,500 mutual fund and CIT share classes. Sway harnesses this data to provide insights into shifts within the $3.3 trillion Target-Date market, including across Target-Date series and providers, investment vehicles, underlying investments, management styles, glide path structures (i.e., To vs. Through, Tactical vs. Pre-determined), and so on. Leading Target-Date providers harness Sway’s Target-Date research to measure performance, identify opportunities, and plot strategy.
Brochure and order form
The State of DCIO Distribution: 2022
Key Benchmarks, Developing Trends, Winners and Outlook
The latest edition of Sway's annual in-depth study of DCIO distribution finds DCIOs riding a surge in AUM and experiencing improved net sales coming out of a brutal 2020. Based on surveys and interviews of DCIO sales leaders at 21 asset managers with $1.8 trillion of DCIO AUM and 200 DC plan-focused advisors, this research is designed to provide DCIO sales leaders key business benchmarks—assets, gross and net sales, headcounts, spending, etc.—and insights, such as the impact of CITs on revenue, concerns about distributor M&A, the importance of product attributes in screening, and so on, to inform sound decisions.
