Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:BlackRock, Morningstar Share their Thoughts on the Target-Date Proposal Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, August 25, 2010

BlackRock, Morningstar Share their Thoughts on the Target-Date Proposal

Reported by Armie Margaret Lee

Yesterday, BlackRock [see profile] and Morningstar turned in comment letters on the SEC's target-date fund proposals, and the Wall Street Journal took notice.

Both backed the idea of requiring a table that shows how funds shift from riskier holdings to more conversative ones.

Another component of the SEC's proposal involves disclosing information about how the funds will look on the target-date in marketing materials, adjacent to the fund name. Morningstar suggested de-emphasizing the idea that the funds are structured with a single date in mind.

BlackRock, for its part, believes that the graphic and other disclosures will suffice.  

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q4Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  2. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  3. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  4. IMEA Portfolio Construction Roundtable, September 24
  5. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  6. IMEA Models Roundtable, September 25
  7. Expect Miracles Atlantic Coast Classic 2025, September 29
  8. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  9. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  10. 10th annual Fuse Forum, October 8
  11. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  12. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  13. 2025 MMI Annual Conference, Oct 15-17
  14. Samfund Soiree Manhattan 2025, October 23
  15. Tiburon CEO Summit XLIX, Oct 27-29
  16. 2025 Sohn San Francisco Investment Conference, October 28
  17. Schwab Impact 2025, Nov 2-4
  18. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  19. MFDF In Focus webinar - Audit Committee Chair, November 5
  20. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  21. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  22. ALFI Roadshow to Houston, November 13
  23. MFDF 2026 Directors' Institute, January 26 - 28, 2026
  24. MFDF 2026 Fund Governance & Regulatory Insights Conference, March 5 - 6, 2026




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use