Mere fractions of a fraction of a percent separate the top index TDFs today. What features aside from fees should advisors be emphasizing in their analysis and basing their selection on? How can you bring a fresh and unique approach to a 30-year old product? Matt dives in!
To vs. through is irrelevant, and should not be determined by "do investors keep their money in the fund/plan through retirement?"
Glidepath "riskiness" is still the most prominent defining characteristic of a TDF
Asset class exposure is the 2nd most important factor in passive TDF selection, and most of this should be qualitative based on your/your client's research/opinions
Direct vs. indirect asset class exposure is another important consideration
There's actually considerable differences in tracking error amongst TDFs - these might be considered "hidden costs"
