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White Papers

Getting smart (beta) about target date funds

Can factor investing help target date funds achieve their objectives? Efficient, process-driven smart beta index exposures now make it possible to capture specific factors at key points along the glidepath to seek additional returns for younger participants and reduced volatility as retirement nears. New BlackRock research explores how incorporating smart beta represents an evolution in target date fund methodology, potentially delivering some of the risk-adjusted return characteristics of active management at a more efficient price. Learn more about key considerations, including selecting smart beta indexes for both equity and fixed income allocations.

Authors:
Nick Nefouse, CFA
Head of BlackRock's U.S. and Canada Defined Contribution Investment Strategy

Sara Shores, CFA
Head of BlackRock's Factor-Based Investment Strategy

Matthew O'Hara, PhD, CFA
Global Head of Investments for LifePath, BlackRock

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