2022 Participant Behavior & How to Capitalize

Episode 2

Watch as Kellen explains the heightened level of participant trading activity YTD and the opportunity this creates for advisors.

Kellen Foley, CFA
Director, Investment Management
Takeaways

03:23

  • Unengaged” Target Date Fund (TDF) investors continuously panic sell during market downturns,

03:42

  • TDFs likely top of mind for plan sponsors due to YTD performance = OPPORTUNITY. 

03:52

  • TDF Fit Analysis is a good way to wedge the door open.