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.

All labels observed (12)

How this entity was disambiguated

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
S&P Target Date 2020 Index
S&P Target Date 2025 Index
S&P Target Date 2030 Index
S&P Target Date 2035 Index
S&P Target Date 2040 Index
S&P Target Date 2045 Index
S&P Target Date 2050 Index
S&P Target Date 2055 Index
S&P Target Date 2060 Index
S&P Target Date Retirement Income Index
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
provider S&P Dow Jones Indices
publisher S&P Dow Jones Indices
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

How these facts were elicited

Referenced by (12)

Full triples — surface form annotated when it differs from this entity's canonical label.

S&P-branded indices includesIndex S&P Target Date Indices
S&P Target Date Indices hasComponent S&P Target Date 2015 Index
linked to: S&P Target Date Indices
S&P Target Date Indices hasComponent S&P Target Date 2020 Index
linked to: S&P Target Date Indices
S&P Target Date Indices hasComponent S&P Target Date 2025 Index
linked to: S&P Target Date Indices
S&P Target Date Indices hasComponent S&P Target Date 2030 Index
linked to: S&P Target Date Indices
S&P Target Date Indices hasComponent S&P Target Date 2035 Index
linked to: S&P Target Date Indices
S&P Target Date Indices hasComponent S&P Target Date 2040 Index
linked to: S&P Target Date Indices
S&P Target Date Indices hasComponent S&P Target Date 2045 Index
linked to: S&P Target Date Indices
S&P Target Date Indices hasComponent S&P Target Date 2050 Index
linked to: S&P Target Date Indices
S&P Target Date Indices hasComponent S&P Target Date 2055 Index
linked to: S&P Target Date Indices
S&P Target Date Indices hasComponent S&P Target Date 2060 Index
linked to: S&P Target Date Indices
S&P Target Date Indices hasComponent S&P Target Date Retirement Income Index
linked to: S&P Target Date Indices