Financial Research Associates’ 6th Annual Target Date Funds Forum is the industry’s only event that’s focused exclusively on how to find success in the target date fund space.

 

 

 

Questions addressed will include -

 

·         What are plan sponsors looking for in a target date fund?

 

·         Where’s the target date fund market going and where will the trends be?

 

·         How is retirement income successfully incorporated into a target date fund?

 

·         What new and innovative products are being launched?

 

·         How are customized target date fund portfolios being utilized?

 

·         How big are the opportunities for multi-managed and sub-advised portfolios?

 

·         What are the current trends in performance reporting and fee disclosures?

 

·         How do we best define fiduciary responsibilities in today’s market?

 

·         What is the difference between risk exposures today vs. 10 years from now vs. past the actual target date?

 

·         How exactly are firms changing their glide paths and why?

 

·         Is it feasible to set up a collective investment trust and do the opportunities outweigh the costs?

 

·         What are both the SEC and DOL focusing on regarding target date funds?

 

·         How have benchmarks really changed post-financial crisis?

 

Related links: http://www.frallc.com/conference.aspx?ccode=B811

Event address:
The Harvard Club, Boston
Boston