Defined Contribution (DC) Retirement

Latest Lifecycle Reports Lifecycle Research subscribers can select from the latest research reports below. 7/22/2020 2Q 2020 Lifecycle Flow Watch 7/22/2020 2Q 2020 Lifecycle Flow WatchSee summary Detailed breakdowns of target-date and target-risk assets and flows as of 2Q 2020

4/17/2020

1Q 2020 Lifecycle Flow Watch 4/17/2020

1Q 2020 Lifecycle Flow WatchSee summary Detailed breakdowns of target-date and target-risk assets and flows as of 1Q 2020

1/23/2020

4Q2019 Lifecycle Flow Watch 1/23/2020

4Q2019 Lifecycle Flow WatchSee summary Detailed breakdowns of target-date and target-risk assets and flows as of 4Q2019

10/17/2019

3Q2019 Lifecycle Flow Watch 10/17/2019

3Q2019 Lifecycle Flow WatchSee summary Detailed breakdowns of target-date and target-risk assets and flows as of 3Q2019

7/18/2019

2Q2019 Lifecycle Flow Watch 7/18/2019

2Q2019 Lifecycle Flow WatchSee summary Detailed breakdowns of target-date and target-risk assets and flows as of 2Q2019

4/24/2019

1Q2019 Lifecycle Flow Watch 4/24/2019

1Q2019 Lifecycle Flow WatchSee summary Detailed breakdowns of target-date and target-risk assets and flows as of 1Q2019

1/22/2019

4Q2018 Lifecycle Flow Watch 1/22/2019

4Q2018 Lifecycle Flow WatchSee summary Detailed breakdowns of target-date and target-risk assets and flows as of 4Q2018

10/18/2018

3Q2018 Lifecycle Flow Watch 10/18/2018

3Q2018 Lifecycle Flow WatchSee summary Detailed breakdowns of target-date and target-risk assets and flows as of 3Q2018

7/19/2018

2Q2018 Lifecycle Flow Watch 7/19/2018

2Q2018 Lifecycle Flow WatchSee summary Detailed breakdowns of target-date and target-risk assets and flows as of 2Q2018

4/19/2018

1Q2018 Lifecycle Flow Watch 4/19/2018

1Q2018 Lifecycle Flow WatchSee summary Detailed breakdowns of target-date and target-risk assets and flows as of 1Q2018.

1/23/2018

4Q2017 Lifecycle Flow Watch 1/23/2018

4Q2017 Lifecycle Flow WatchSee summary Detailed breakdowns of target-date and target-risk assets and flows as of 4Q2017.

10/13/2017

3Q2017 Lifecycle Flow Watch 10/13/2017

3Q2017 Lifecycle Flow WatchSee summary Detailed breakdowns of target-date and target-risk assets and flows as of 3Q2017.

7/18/2017

2Q2017 Lifecycle Flow Watch 7/18/2017

2Q2017 Lifecycle Flow WatchSee summary Detailed breakdowns of target-date and target-risk assets and flows as of 2Q2017.

4/17/2017

1Q2017 Lifecycle Flow Watch 4/17/2017

1Q2017 Lifecycle Flow WatchSee summary Detailed breakdowns of target-date and target-risk assets and flows as of 1Q2017.

1/18/2017

4Q2016 Lifecycle Flow Watch 1/18/2017

4Q2016 Lifecycle Flow WatchSee summary Detailed breakdowns of target-date and target-risk assets and flows as of 4Q2016.

10/18/2016

3Q2016 Lifecycle Flow Watch 10/18/2016

3Q2016 Lifecycle Flow WatchSee summary Detailed breakdowns of target-date and target-risk assets and flows as of 3Q2016.

7/19/2016

2Q2016 Lifecycle Flow Watch 7/19/2016

2Q2016 Lifecycle Flow WatchSee summary Detailed breakdowns of target-date and target-risk assets and flows as of 2Q2016.

5/9/2016

1Q2016 Lifecycle Flow Watch 5/9/2016

1Q2016 Lifecycle Flow WatchSee summary Detailed breakdowns of target-date and target-risk assets and flows as of 1Q2016.

2/5/2016

4Q2015 Lifecycle Flow Watch 2/5/2016

4Q2015 Lifecycle Flow WatchSee summary Detailed breakdowns of target-date and target-risk assets and flows as of 4Q2015.

10/29/2015

3Q2015 Lifecycle Flow Watch 10/29/2015

3Q2015 Lifecycle Flow WatchSee summary Detailed breakdowns of target-date and target-risk assets and flows as of 3Q2015.

8/5/2015

2Q2015 Lifecycle Flow Watch 8/5/2015

2Q2015 Lifecycle Flow WatchSee summary Detailed breakdowns of target-date and target-risk assets and flows as of 2Q2015.

7/29/2015

Lifecycle Insights: July 7/29/2015

Lifecycle Insights: JulySee summary Update on market metrics, strategy changes and product development. Topical articles focuses on alternative underlying funds of target-dates.

4/23/2015

1Q2015 Lifecycle FlowWatch 4/23/2015

1Q2015 Lifecycle FlowWatchSee summary Detailed breakdowns of target date and target risk assets and flows as of 1Q2015.

2/10/2015

Lifecycle Insights: February 2/10/2015

Lifecycle Insights: FebruarySee summary Update on market metrics, strategy changes and product development. Topical articles include innovation, funds hitting three- and five-year track records, and in-plan annuities via target-date funds.

1/29/2015

4Q2014 Lifecycle Mutual Fund Quantitative 1/29/2015

4Q2014 Lifecycle Mutual Fund QuantitativeSee summary Detailed breakdowns of target date and target risk assets and flows as of 4Q2014.

10/29/2014

3Q2014 Lifecycle Mutual Fund Quantitative 10/29/2014

3Q2014 Lifecycle Mutual Fund QuantitativeSee summary Detailed breakdowns of target date and target risk assets and flows as of 3Q2014.

9/18/2014

2Q2014 Lifecycle Quarterly 9/18/2014

2Q2014 Lifecycle QuarterlySee summary Quarterly update on market metrics, strategy changes and product development. Topical article focuses on Strategic Insight's lifecycle mutual fund projections through 2020.

7/21/2014

2Q2014 Lifecycle Mutual Fund Quantitative 7/21/2014

2Q2014 Lifecycle Mutual Fund QuantitativeSee summary Detailed breakdowns of target date and target risk assets and flows as of 2Q2014.

6/20/2014

1Q2014 Lifecycle Quarterly 6/20/2014

1Q2014 Lifecycle QuarterlySee summary Quarterly update on market metrics, strategy changes and product development. Topical articles focus on the SEC's proposal target date marketing disclosure relative risk, target date evaluation value-adds and SI's new target date feature in PLANSPONSOR magazine.

5/1/2014

1Q2014 Lifecycle Mutual Fund Quantitative 5/1/2014

1Q2014 Lifecycle Mutual Fund QuantitativeSee summary Detailed breakdowns of target date and target risk assets and flows as of 1Q2014.

3/13/2014

4Q2013 Lifecycle Quarterly 3/13/2014

4Q2013 Lifecycle QuarterlySee summary Quarterly update on market metrics, strategy changes and product development. Topical articles focuses on target date portfolio management changes, target date asset allocation evolution and QDIA opportunity.

1/22/2014

4Q2013 Lifecycle Mutual Fund Quantitative 1/22/2014

4Q2013 Lifecycle Mutual Fund QuantitativeSee summary Detailed breakdowns of target date and target risk assets and flows as of 4Q2013.

11/29/2013

3Q2013 Lifecycle Quarterly 11/29/2013

3Q2013 Lifecycle QuarterlySee summary Quarterly update on market metrics, strategy changes and product development. Topical articles focuses on the use of alternative underlying funds in lifecycle funds.

10/25/2013

3Q2013 Lifecycle Mutual Fund Quantitative 10/25/2013

3Q2013 Lifecycle Mutual Fund QuantitativeSee summary Detailed breakdowns of target date and target risk assets and flows as of 3Q2013.

9/10/2013

2Q2013 Lifecycle Quarterly 9/10/2013

2Q2013 Lifecycle QuarterlySee summary Quarterly update on market metrics, strategy changes and product development. Topical articles focus on lifecycle projections and traditional consultants entering retail lifecycle.

7/22/2013

2Q2013 Lifecycle MF Quantitative 7/22/2013

2Q2013 Lifecycle MF QuantitativeSee summary Detailed breakdowns of target date and target risk assets and flows as of 2Q2013.

5/11/2013

1Q2013 Lifecycle Quarterly 5/11/2013

1Q2013 Lifecycle QuarterlySee summary Quarterly update on market metrics, strategy changes and product development. Topical article focuses on interest rate risk in target date funds.

4/16/2013

1Q2013 Lifecycle MF Quantitative 4/16/2013

1Q2013 Lifecycle MF QuantitativeSee summary Detailed breakdowns of target date and target risk assets and flows as of 1Q2013.

3/7/2013

4Q12 Lifecycle Quarterly 3/7/2013

4Q12 Lifecycle QuarterlySee summary Quarterly update on market metrics, strategy changes and product development. Topical article focuses on four pieces of target date thought leadership released since 2012 by ING, Legg Mason, JPMorgan and the Center for Retirement Research.

9/30/2012

3Q12 Lifecycle Qualitative 9/30/2012

3Q12 Lifecycle QualitativeSee summary Quarterly update on market metrics, strategy changes and product development. Topical articles focus on open architecture in target date funds and comprehensive target date market sizing.

6/30/2012

2Q12 Lifecycle Qualitative 6/30/2012

2Q12 Lifecycle QualitativeSee summary Quarterly update on market metrics, strategy changes and product development. Topical articles focus on target date fund closures and securities concentration and diversification of target date funds.

3/31/2012

1Q12 Lifecycle Qualitative 3/31/2012

1Q12 Lifecycle QualitativeSee summary Quarterly update on market metrics, strategy changes and product development. Topical article focuses on the SEC's proposal for target date disclosure.

12/31/2011

4Q11 Lifecycle Qualitative 12/31/2011

4Q11 Lifecycle QualitativeSee summary Quarterly update on market metrics, strategy changes and product development. Topical articles focus on underlying fund classes in target dates and QDIA opportunities.

9/30/2011

3Q11 Lifecycle Qualitative 9/30/2011

3Q11 Lifecycle QualitativeSee summary Quarterly update on market metrics, strategy changes and product development. Topical articles focus on volatility management in target dates and glidepath descriptions.

8/5/2011

Trends in Target-Date Portfolios on Recordkeeping Platforms 8/5/2011

Trends in Target-Date Portfolios on Recordkeeping PlatformsSee summary Analysis of BrightScope data provides insight into recordkeeping platforms' distribution of target date strategies.

5/17/2010

Rethinking Lifecycle Funds 5/17/2010

Rethinking Lifecycle FundsSee summary An in-depth study on lifecycle funds, offering strategic recommendations for lifecycle and non-lifecycle managers, supported by straightforward qualitative assessments and quantitative data.