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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 developed and maintain 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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CalSTRS selects TDA as benchmarking partner
TDA is proud to have been selected to provide benchmarking (with the BrightScope On Target Indexes) and analysis of the target date portfolios in the CalSTRS Pension2 system.
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Staying On Targethorizontal rulecurrent OTI Index performances

Upcoming Speaking Engagements
September 21-22, 2010
Becoming an Independent Fiduciary Symposium. “Target Date Funds: A Historical & Fiduciary Perspective, and a Sensible Index Approach.”
Craig Israelsen, Boise, ID



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