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