Should You Follow the Crowd with Target-Date Fund Investing?

Wed, Jul 18, 2018 2:02 PM EDT{LOCAL_TZ}

Morningstar Investment Management LLC and UBS Asset Management invite you to join us for a webinar as we discuss the current state of the target-date fund landscape.

Assets in target-date funds surpassed $1 trillion in 2017, and the lion's share of new assets went into low-cost, passive target-date funds. Does this trend imply a decreased need for plan sponsor due diligence? Are there hidden dangers in “following the crowd” or taking a simplistic approach to choosing a target-date fund for your plan?

On Wednesday, July 18th, join us for a webinar where we will discuss:

  • Key findings from Morningstar Research Services’ 2018 Target-Date Landscape Report
  • The latest trends in assets, performance and fees, and implications for plan sponsors
  • How participant data plays a critical role in selecting a target-date fund for your plan
  • How similar target-date fund glide paths can be very different from a risk and reward perspective


Jeff Holt 
 Director of Multi-Asset & Alternative Strategies
Morningstar Research Services LLC

Thomas Idzorek 
 Chief Investment Officer
Morningstar Investment Management LLC


Dan Bruns
Vice President, Product Strategy
Morningstar Investment Management LLC

Sponsored by:

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