Beyond ‘Through’ vs. ‘To’: Building Resiliency into Target Date Glide Path Design

Wed, Aug 9, 2017 2:02 PM EDT{LOCAL_TZ}

As the default investment option for most workplace savings plans1, target date strategies are a critical component. Traditional evaluation of a target date provider often starts with simple classifications, such as “Through” vs “To”, and assumptions about asset class characteristics biased by historical averages. We believe Plan Sponsors should think about broadening this approach to consider how an investment strategy can meet the investment challenges of the future and help provide the best outcomes for their employees.

Please join Fidelity’s Target Date team as they discuss:

  • Expanding glide path analysis beyond ‘To’ vs. ‘Through’
  • Innovative ways to look at diversification across different time horizons and market environments
  • The importance of balancing different market environments and the potential cost of positioning for the wrong one

Join us in the webinar, and also see the latest Fidelity target date fund research and insights


Brian Leite
Head of Institutional Portfolio Management Teams
Fidelity Investments

Srinivas Maloor
Senior Research Analyst
Fidelity Investments

Sponsored by:

For plan sponsor and investment professional use only.
Investing involves risk including the risk of loss.
1Sources: Fidelity investments record kept data (PWIS DC ex TEM) of 22,100 corporate DC plans and 14.5M participants as of 12/31/16. Target date options are designed for investors expecting to retire around the year indicated in the fund name. The investment risk of the target date options changes over time as its asset allocation changes. They are subject to the volatility of the financial markets including equity and fixed income investments in the US and abroad and may be subject to risks associated with investing in high yield, small cap and foreign securities. Principal invested is not guaranteed at any time, including at or after their target dates.
P&I and related website links are not affiliated with Fidelity. Fidelity does not guarantee or assume any responsibility for the registration link and its content.
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Fidelity Institutional Services Company, Inc., 500 Salem Street, Smithfield, RI 0291
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