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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.
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.
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.
Bridgebay Financial, Inc.
2603 Camino Ramon, Suite 200
San Ramon, CA 94583
Tel: (925) 743-0200
