The allocation process for a target-date fund may be more than shifting from equities to fixed income over time. Instead, to maintain an appropriate balance at different lifecycle stages, there may be ...

My colleague John Rekenthaler recently observed that the problem with target-date fund research is that researchers need to find dramatic conclusions to get any attention, and this has led to ...

Today’s market outlook seems more challenging for investors - including defined contribution plan participants. For investors seeking new avenues to enhance return and diversification potential, ...

Zachary Rayfield, head of goals-based investing research in Vanguard's Investment Strategy Group, spoke about the use of glide paths at the Investments & Wealth Institute's Strategy Forum in New York ...