J.P. Morgan Offers Online Target-Date Fund Analysis
November 12, 2009
J.P. Morgan Funds has launched an online version of its target-date fund evaluation program, the Target Date Compass. Aimed at advisers and plan sponsors, it helps them evaluate target-date funds’ time horizon, participant behavior, risk management and asset class diversification, so that they can select funds most closely aligned with the goals of the plan sponsor and participants.
“With a vast universe of target-date funds to choose from, advisers and plan sponsors need a framework to sort out and identify the right options based on their goals,” said David Musto, head of J.P. Morgan’s investment-only retail retirement business.
Once the target date type is determined, then an adviser can identify the appropriate funds, conduct due diligence, prepare a recommendation and support the implementation of the selected target-date fund.
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