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Bridgebay evaluates target date fund suites and the underlying investments to ensure your plan has best-in-class asset allocation funds.

Bridgebay uses a range of advanced quantitative tools to assess the performance, quality, asset allocation and embedded fees of target date funds. Our analysis helps plan sponsors understand how their plan's target date funds perform separately by date, compared to a third party benchmark and their peer funds.

Target date funds are all different with variations in asset allocation and glide paths. Some blend traditional and alternative asset classes, include derivatives, and use index and proprietary funds.
Target-Date Fund Comparison
Many target date funds provide their own custom benchmark which mirrors their own asset allocation and glide path, making evaluations as to the effectiveness of the fund management and asset allocation decisions murky and comparisons between target date funds suites difficult.

Many fund families continue to make modifications to their target date funds' underlying asset allocations which may be hard for plan sponsors to properly evaluate. As the industry continues to evolve, DOL best-practices recommend that plan sponsors evaluate their target date providers every three to five years.

Bridgebay has the knowledge, experience and analytical tools to ensure that your plan's target date fund due diligence review is thorough and comprehensive.
 
Bridgebay Bridgebay Financial, Inc.
2603 Camino Ramon, Suite 200
San Ramon, CA 94583
Tel: (925) 743-0200

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