2023 Target-Date Strategy Landscape

Target-date funds largely stayed the course in 2022 despite severe market turbulence, highlighting how important these retirement funds have become to retirement savers.

In this annual report we uncover the factors that are driving adoption of target-date strategies and explore the critical role fees play in selecting a series.

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What's Inside

Key market considerations for target-date managers and investors.
Analysis of fee trends across target-date strategies.
Overview of asset flows in target-date mutual funds and collective investment trusts.
The asset managers dominating the target-date landscape.

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