S&P Target Date Indices
E605257
The S&P Target Date Indices are benchmark index series designed to track the performance of diversified, age-appropriate investment portfolios that automatically adjust asset allocation as a target retirement date approaches.
Statements (48)
| Predicate | Object |
|---|---|
| instanceOf |
index family
ⓘ
target date index series ⓘ |
| currency | US dollar ⓘ |
| focusesOn | US retirement market ⓘ |
| hasAssetClassExposure |
cash and cash equivalents
ⓘ
equities ⓘ fixed income ⓘ |
| hasBenchmarkType |
multi-asset benchmark indices
ⓘ
total return indices ⓘ |
| hasCharacteristic |
equity allocation typically declines over time
ⓘ
fixed income allocation typically increases over time ⓘ indices named by target retirement year ⓘ risk level generally decreases as target date approaches ⓘ |
| hasComponent |
S&P Target Date 2015 Index
NERFINISHED
ⓘ
S&P Target Date 2020 Index NERFINISHED ⓘ S&P Target Date 2025 Index NERFINISHED ⓘ S&P Target Date 2030 Index NERFINISHED ⓘ S&P Target Date 2035 Index NERFINISHED ⓘ S&P Target Date 2040 Index NERFINISHED ⓘ S&P Target Date 2045 Index NERFINISHED ⓘ S&P Target Date 2050 Index NERFINISHED ⓘ S&P Target Date 2055 Index NERFINISHED ⓘ S&P Target Date 2060 Index NERFINISHED ⓘ S&P Target Date Retirement Income Index NERFINISHED ⓘ |
| hasDocumentation | S&P Target Date Indices methodology paper ⓘ |
| hasFeature |
automatic asset allocation adjustment over time
ⓘ
glide path toward target retirement date ⓘ multi-asset class exposure ⓘ |
| hasMethodology |
predefined glide path for asset allocation
ⓘ
rules-based index construction ⓘ |
| hasPurpose | to serve as benchmarks for target date investment strategies ⓘ |
| hasUse |
benchmarking retirement plan default options
ⓘ
benchmarking target date collective investment trusts ⓘ benchmarking target date mutual funds ⓘ performance evaluation of target date strategies ⓘ portfolio construction reference for retirement solutions ⓘ |
| isUsedBy |
asset managers
ⓘ
plan sponsors ⓘ retirement plan consultants ⓘ |
| managedBy | S&P Dow Jones Indices NERFINISHED ⓘ |
| provider | S&P Dow Jones Indices NERFINISHED ⓘ |
| publisher | S&P Dow Jones Indices NERFINISHED ⓘ |
| relatedTo |
defined contribution retirement plans
ⓘ
target date funds ⓘ |
| sector | financial indices ⓘ |
| tracks |
age-appropriate investment portfolios
ⓘ
performance of diversified investment portfolios ⓘ |
| website | https://www.spglobal.com/spdji/en/indices/multi-asset/sp-target-date-indices ⓘ |
Referenced by (1)
Full triples — surface form annotated when it differs from this entity's canonical label.