Watch as Matt introduces the RPAG scoring methodology and broad perspectives on target date funds (TDFs), setting the stage for this monthly TDF video/podcast series.
Matt Giovinazzo, CFA
Director, Investment Management
Takeaways
01:14
RPAG assigns all glidepaths a risk level (conservative, moderate, or aggressive) based on their “Risk Index”.
02:03
TDF series will generally score acceptably (7+) due to a more lenient scoring methodology.
02:53
Each TDF is scored against a custom/composite benchmark.
04:58
RPAG’s TDF “Risk/Return Snapshot” is an easy and effective way to convey TDF data to clients.
