Our powerful web-based analytics tool helps fiduciaries identify the most appropriate Target Date Funds (TDFs) for plan sponsor clients. Target-Date RadarTM provides advisors and plans with an established, repeatable methodology and a documentable process for assessing, selecting and monitoring TDFs.
1. Decision Questionnaire Gather information on a plan's objectives and participant demographics and behavior. Establish preferences across Target-Date RadarTM's Suitability Criteria: Active vs. Passive Management, Open vs. Proprietary Architecture, Non traditional Assets, Landing Point (To vs. Through) and Glide Path Shape (LVI).
Fulfill Fiduciary Duty: With analytical rigor and a defined process, Target-Date RadarTM supports advisors and plans in upholding their fiduciary responsibilities.
Go Beyond "To vs. Through": Suitability Criteria moves past simple assumptions for evaluating, selecting and monitoring TDFs.
Comprehend Complexity: Better understand glide path shape, asset allocation mix and product construction. Robust analytics measure longevity, volatility and inflation (LVI) risks.
Institutional Methodology: Built with input from leading institutional consultants acting as fiduciaries on large defined contribution (DC) plans.
Conflict Free: Target-Date RadarTM is objective and impartial. MPI is an independent investment technology firm, not an asset manager trying to promote its own products.
Comparative Reports: Powerful reports compare TDFs against a backdrop of peers. Support the decision-making process and ongoing monitoring. Click here to view a full MPI Target-Date RadarTM report.