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Leading Target Date Fund Analysis and Benchmarking

Serving investors, plan sponsors, advisors and portfolio managers, Target Date Analytics LLC (TDA) is the leading independent provider of analysis, theory, and benchmarking of target date funds (TDFs).

We solve target date problems for plan sponsors and their advisors, often replacing flawed commercial target date funds with funds based on the BrightScope OnTarget Indexes, utilizing fundamental glidepath principles and track records proven in both good times and bad.

Learn more: Plan sponsors | Advisors

Target Date Analytics also developed and maintains the BrightScope OTI indexes, the industry’s first multiple series of target date indexes, built on fundamental investment principles and suitable for benchmarking the widely divergent strategies employed by target date portfolio managers.

We are also home to Popping the Hood, a comprehensive analysis of target date fund families that helps investors, advisors, and plan sponsors make informed decisions when selecting these products.

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Available in June 2012: Popping the Hood V
More fund companies. Deeper attribution analysis.

Popping the Hood V analyzes and rates 50 fund series, making it invaluable to advisors and sponsors looking to improve their selection and monitoring processes for TDFs, as well as to fund managers who are looking to improve and distribute their funds. To learn more about the report or to order your copy, email poppingthehood@brightscope.com.

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Staying On Targethorizontal rulecurrent OTI Index performances

Upcoming Speaking Engagements

May 1, 2012
Popping the Hood V, with results through December 31, 2011, is currently in production. To prepurchase licensing or for more information, email poppingthehood@brightscope.com or call (858) 677-0241.

April 2012
BrightScope OnTarget Index Models now available on Mid Atlantic Trust Company’s ModelXchange Program. Email info@ontargetindex.com or call (310) 821-4596 for more information.

March 19, 2012
Joe Nagengast, prinicipal of Target Date Analytics LLC, and Brad Campbell, of the law firm of Drinker Biddell, and former Secretary of Labor for Employee Benefit Security Administration, addressed the ASPPA 401(k) Summit about new developments in and challenges to target date funds in 401(k) plans.


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