CLASSET PRODUCTS & SERVICES:
Target Date Funds are Complex.
And We Love making Complex things Simple.
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Target Date Fund
Risk-Based Asset Class Categorization
Assessment of 150+ unique Target Date suites using 1 holdings-based & 11 returns-based factors to determine the risk they undertake and categorize them into 4 risk-based Asset Classes:
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Aggressive
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Moderately Aggressive
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Moderately Conservative
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Conservative
Target Date Fund
Suitability Study,
Evaluation & Selection
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Plan Suitability Analysis to determine the appropriate level of risk for a retirement plan's participants using their real data.
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Risk-based Asset Class Assessment of Target Date suites to identify suites suitable for the participants' appropriate risk level.
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Target Date suites Quantitative & Qualitative Evaluation to compare suitable TDF Suites and help decision makers make an informed selection.
Click this Button to Read about Real Target Date Suitability Studies that Classet has Conducted for its Clients and their Results!
Target Date Fund Indexes/Benchmarks
29 Unique & Sophisticated Target Date Benchmarks that:​
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Are constructed using real fund data & account for expenses
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Have 4 unique flavors corresponding to the 4 risk-based asset classes
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Use median returns of funds in the asset class to exclude outliers
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Have been quantitatively proven to be the best at tracking the TDF universe on the basis of both Tracking Error & R-Squared.