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Defined Contribution (DC) Retirement

SI's Defined Contribution Research Suite provides actionable research derived from the synthesis of Asset International's unique and proprietary DC data set.

Our research is based on Asset International's proprietary data sources–including Simfund MF, PLANSPONSOR and PLANADVISER surveys, and Pathfinder 2.0, the leading recordkeeper search and comparison tool for advisers.

Latest Lifecycle Reports

Lifecycle Research subscribers can select from the latest research reports below.

10/13/2017

3Q2017 Lifecycle Flow Watch

10/13/2017

3Q2017 Lifecycle Flow WatchSee summary
7/18/2017

2Q2017 Lifecycle Flow Watch

7/18/2017

2Q2017 Lifecycle Flow WatchSee summary
4/17/2017

1Q2017 Lifecycle Flow Watch

4/17/2017

1Q2017 Lifecycle Flow WatchSee summary
1/18/2017

4Q2016 Lifecycle Flow Watch

1/18/2017

4Q2016 Lifecycle Flow WatchSee summary
10/18/2016

3Q2016 Lifecycle Flow Watch

10/18/2016

3Q2016 Lifecycle Flow WatchSee summary
7/19/2016

2Q2016 Lifecycle Flow Watch

7/19/2016

2Q2016 Lifecycle Flow WatchSee summary
5/9/2016

1Q2016 Lifecycle Flow Watch

5/9/2016

1Q2016 Lifecycle Flow WatchSee summary
2/5/2016

4Q2015 Lifecycle Flow Watch

2/5/2016

4Q2015 Lifecycle Flow WatchSee summary
10/29/2015

3Q2015 Lifecycle Flow Watch

10/29/2015

3Q2015 Lifecycle Flow WatchSee summary
8/5/2015

2Q2015 Lifecycle Flow Watch

8/5/2015

2Q2015 Lifecycle Flow WatchSee summary
7/29/2015

Lifecycle Insights: July

7/29/2015

Lifecycle Insights: JulySee summary
4/23/2015

1Q2015 Lifecycle FlowWatch

4/23/2015

1Q2015 Lifecycle FlowWatchSee summary
2/10/2015

Lifecycle Insights: February

2/10/2015

Lifecycle Insights: FebruarySee summary
1/29/2015

4Q2014 Lifecycle Mutual Fund Quantitative

1/29/2015

4Q2014 Lifecycle Mutual Fund QuantitativeSee summary
10/29/2014

3Q2014 Lifecycle Mutual Fund Quantitative

10/29/2014

3Q2014 Lifecycle Mutual Fund QuantitativeSee summary
9/18/2014

2Q2014 Lifecycle Quarterly

9/18/2014

2Q2014 Lifecycle QuarterlySee summary
7/21/2014

2Q2014 Lifecycle Mutual Fund Quantitative

7/21/2014

2Q2014 Lifecycle Mutual Fund QuantitativeSee summary
6/20/2014

1Q2014 Lifecycle Quarterly

6/20/2014

1Q2014 Lifecycle QuarterlySee summary
5/1/2014

1Q2014 Lifecycle Mutual Fund Quantitative

5/1/2014

1Q2014 Lifecycle Mutual Fund QuantitativeSee summary
3/13/2014

4Q2013 Lifecycle Quarterly

3/13/2014

4Q2013 Lifecycle QuarterlySee summary
1/22/2014

4Q2013 Lifecycle Mutual Fund Quantitative

1/22/2014

4Q2013 Lifecycle Mutual Fund QuantitativeSee summary
11/29/2013

3Q2013 Lifecycle Quarterly

11/29/2013

3Q2013 Lifecycle QuarterlySee summary
10/25/2013

3Q2013 Lifecycle Mutual Fund Quantitative

10/25/2013

3Q2013 Lifecycle Mutual Fund QuantitativeSee summary
9/10/2013

2Q2013 Lifecycle Quarterly

9/10/2013

2Q2013 Lifecycle QuarterlySee summary
7/22/2013

2Q2013 Lifecycle MF Quantitative

7/22/2013

2Q2013 Lifecycle MF QuantitativeSee summary
5/11/2013

1Q2013 Lifecycle Quarterly

5/11/2013

1Q2013 Lifecycle QuarterlySee summary
4/16/2013

1Q2013 Lifecycle MF Quantitative

4/16/2013

1Q2013 Lifecycle MF QuantitativeSee summary
3/7/2013

4Q12 Lifecycle Quarterly

3/7/2013

4Q12 Lifecycle QuarterlySee summary
9/30/2012

3Q12 Lifecycle Qualitative

9/30/2012

3Q12 Lifecycle QualitativeSee summary
6/30/2012

2Q12 Lifecycle Qualitative

6/30/2012

2Q12 Lifecycle QualitativeSee summary
3/31/2012

1Q12 Lifecycle Qualitative

3/31/2012

1Q12 Lifecycle QualitativeSee summary
12/31/2011

4Q11 Lifecycle Qualitative

12/31/2011

4Q11 Lifecycle QualitativeSee summary
9/30/2011

3Q11 Lifecycle Qualitative

9/30/2011

3Q11 Lifecycle QualitativeSee summary
8/5/2011

Trends in Target-Date Portfolios on Recordkeeping Platforms

8/5/2011

Trends in Target-Date Portfolios on Recordkeeping PlatformsSee summary
5/17/2010

Rethinking Lifecycle Funds

5/17/2010

Rethinking Lifecycle FundsSee summary