Target Date Funds
Elston provides independent TDF research
Target Date Funds are multi-asset funds whose risk profile declines on approach to and after the Target Date in the name of the fund.
TDFs are constructed using a wide range of index-tracking funds.
TDFs are typically used as default fund for workplace pension schemes or as a "do it for me" fund for retail investors.
We provide research and analytics on institutional Target Date Funds (TDFs) for DC pension trustees and consultants.
We provide research and analytics on retail Target Date Funds (TDFs) for financial advisers.
TDFs are constructed using a wide range of index-tracking funds.
TDFs are typically used as default fund for workplace pension schemes or as a "do it for me" fund for retail investors.
We provide research and analytics on institutional Target Date Funds (TDFs) for DC pension trustees and consultants.
We provide research and analytics on retail Target Date Funds (TDFs) for financial advisers.
Elston developed the pioneering BirthStar® Target Date Funds for the UK market
From 2012 to 2015, Elston Consulting worked with AllianceBernstein to launch a range of age-based BirthStar® Target Date Funds for the UK retail and intermediated market.
The retail funds were built as NURS OEICs with Architas and have since been discontinued.
The pension funds were built as insured funds with AXA Wealth and have since been renamed or merged.
Elston Consulting does not manage, endorse or promote these funds.
BirthStar® is a registered trademark of Elston Consulting Limited.
The retail funds were built as NURS OEICs with Architas and have since been discontinued.
The pension funds were built as insured funds with AXA Wealth and have since been renamed or merged.
Elston Consulting does not manage, endorse or promote these funds.
BirthStar® is a registered trademark of Elston Consulting Limited.
Press Archive
Media Articles
- FT Adviser: Rough ride ahead for advisers - 3-Nov-15
- Share Radio: The developing trend of Robo Advice - 14-Oct-15
- Professional Adviser: Drawdown strategies: pluses and minuses of target date funds - 5-Oct-15
- Retirement Planner: Retirement asset allocation - the problem with natural yield - 29-Sep-15
- Corporate Adviser: A smooth flight for TDFs? - 17-Sep-15
- FT Adviser: BirthStar launches fourth retirement CPD report - 15-Sep-15
- New Model Adviser: Why IFAs should embrace robo-advice - 14-Aug-15
- FT Adviser: Advisers told to get emotional with clients - 14-Aug-15
- Corporate Adviser: BirthStar CPD new release - redefining adviser value add - 12-Aug-15
- Corporate Adviser: NEST is ahead of the rest - 31-Jul-15
- Retirement Planner: Solid blueprint: Analysing NEST's retirement income strategy - 28-Jul-15
- Corporate Adviser: Target Date Funds are freedoms fit - 22-Jul-15
- Corporate Adviser: BirthStar CPD - lifecycle investing with Target Date Funds - 20-Jul-15
- Retirement Planner: Advisers should shift to 'outcome-focused' retirement investing - 17-Jul-15
- FT Adviser: Birthstar launches second report in CPD research series - 15-July-15
- Professional Adviser: Advisers should shift to ‘outcome-focused’ retirement investing - 15-July-15
- FT Adviser: Property, pensions and tax: Summer Budget market view - 8-July-15
- Pensions Insight: Emergency Budget 2015 - Live Blog - 8-July-15
- Engaged Investor: Emergency Budget 2015 - Live Blog - 8-July-15
- Engaged Investor: Clarifcation - 1-July-15
- Money Marketing: Birthstar launches CPD Research Series - 30-June-15
- Corporate Adviser: Birthstar launches CPD Research Series - 30-June-15
- FT Adviser: Birthstar launches CPD retirement series - 24-June-15
- FT Adviser: Yorsipp selects BirthStar to enable ‘auto invest’ option - 22-June-15
- Money Marketing: Yorsipp’s Mark Canning explains a new “default option” for their SIPPs - 19-June-15
- IFA Magazine: Yorsipp claims first as auto invest SIPP option is launched - 19-June-15
- Money Observer: Retirement income: mixed-asset versus target-date funds - 17-June-15
- SIPPS Professional: Firm: New Sipp option shows we're raising game as FCA wanted - 15-June-15
- Money Week: Why 'lifestyle funds' are no longer the best choice for pensions - 15-June-15
- FT.com: The pensions industry isn’t moving fast enough to reflect changes in the market and legislation - 12-June-15
- Money Marketing: Innovation for Retirement Investing - 11-June-15
- Corporate Adviser: Innovation for investing in retirement - 11-June-15
- Money Marketing: Rethinking Retirement - 11-June-15
- Corporate Adviser: Rethinking Retirement - 11-Jun-15
- Retirement Planner: Fresh ideas: Rethinking retirement investing with target date funds - 5-June-15
- Corporate Adviser: Broadening the retirement toolkit - 3-June-15
- The Daily Telegraph: Under the microscope: the new funds launched for pension freedoms - 14-May-15
- Wealth Adviser: Architas BirthStar Target Date Funds added to featured fund range on YourWealth - 12-May-15
- FT Adviser: Unsuitable products relabelled for retirement market - 8-May-15
- Funds Europe: FinTech on the home stretch - 30-Apr-15
- FT Adviser: Outcome-based funds in spotlight after pension freedoms, 30-Apr-15
- Moneywise: Target date funds: investing for retirement - 28-Apr-15
- Investment Week: Finalists of the Investment Marketing and Innovation Awards 2015 revealed - 24-Apr-15
- Money Observer: Child trust funds versus Jisas - 24-Apr-15
- Professional Adviser: CA’s Rory Percival confirmed as RP Forum keynote speaker - 23-Apr-15
- FT Adviser: Consumer press coverage of reforms ‘deeply concerning’ - 22-Apr-15
- Citywire Money: Your robo-adviser will see you now 21-Apr-15
- Shares Magazine: How to build your ISA - Apr-15
- FinancialMutuals: CTF Liberation Friend or Foe? - Mar-15
- Reuters, Advice gap leaves 'pension pitfalls' for UK savers, 30-Mar-15
- This Is Money, Annuities are so last year - now it's time to sit back, take a Sipp... and work those funds, 28-Mar-15
- Fundweb: D2C platforms need to solve a new problem - Mar-15
- FT Adviser: Strawberry fields target date funds - 04-Mar-15
- Level39, BirthStar funds power Strawberry's 'Make It Easy' investment - 26-Feb-15
- Money Marketing, Strawberry Invest launches managed portfolio service - 25-Feb-15
- FT Adviser, Strawberry rolls out new 'all in one' D2C offering - 25-Feb-15
- The Independent, Tax-free savings: freedom dawns for the junior savers caught in low-income accounts - 20-Feb-15
- Investment Week, Future proofing: how asset managers are meeting the pensions challenge - 2-Feb-15
- Corporate Adviser: AllianceBernstein wins Ultimate Default Fund 2015 - 05-Feb-15
- FT Adviser, Target Date Funds focus on important life events - 29-Jan-15
- Investment Adviser, Architas and BirthStar launch fund range - 26-Jan-15
- Level39, Birthstar team up with Architas and AllianceBernstein - 26-Jan-15
- This is Money, All-in-one 'target date' investment funds designed around life goals offered for 0.55% a year - 24-Jan-15
- Money Observer, Architas and Birthstar launch cradle-to-grave funds for UK investors 23-Jan-15
- Corporate Adviser, Architas team up with Birthstar for retail TDF launch - 21-Jan-15
- FundWeb, 'Cradle to grave' target date funds could solve advice gap - 21-Jan-15
- FT Adviser, Architas and BirthStar launch range of target date funds - 21-Jan-15
- Investment Week, Architas BirthStar launches target date funds for retail investors - 21-Jan-15
- Money Marketing, 'Cradle to grave' target date funds could solve advice gap - 21-Jan-15
- NewModelAdviser, Architas and Birthstar launch target date fund range - 21-Jan-15
- Professional Adviser, Architas and Birthstar launch AE-style funds for retail - 21-Jan-15
- Corporate Adviser: Transparency at last? - 9-Dec-14
- FT Adviser: Many funds in one - 26-Nov-14
- New Model Adviser: Don't overload auto-enrolment info to stop scaring savers - 10-Nov-14
- This Is Money: Investing is too complicated - 24-Oct-14
- Corporate Adviser: Advisers challenged to stop passing buck - 10-Oct-14
- CPS: Introducing Education Savings Plans - Oct-14
- The Platforum: How to win friends and influence in the conference season - 10-Oct-14
- Corporate Adviser: Advisers challenged to stop passing buck - 10-Oct-14
- FT Adviser: BirthStar® target date funds offered on individual schemes - Oct-14
- MoneyMarketing: BirthStar® available through Sipp and Ssas - Oct-14
- FundWeb: BirthStar® available through Sipp and Ssas - Oct-14
- Corporate Adviser: BirthStar® TDFs available through Sipp and Ssas - Sep-14
- Press Release: BirthStar® Target Date Funds now available for SIPPs and SSAS - Sep-14
- Corporate Adviser: The best default funds currently on the market - Apr-14
- Corporate Adviser: AllianceBernstein attacks threee-pronged default prediction - 27-Mar-14
- Corporate Adviser: Adviser-driven master trusts - friend or foe? 24-Mar-14
- Financial News: Pensions Awards 2014 Nominees Mar-14
- Corporate Adviser: Lighthouse launches master trust with BirthStar TDFs - Jan-14
- Corporate Adviser: Master Trusts: Your Flexible Friend - Dec-13
- Corporate Adviser: Default strategies becoming more diverse - 6-Dec-13
- FT Adviser: Target date funds: A moving target - Nov-13
- Defaqto: A Guide to Target Date Funds - Jun-13
- Employee Benefits: Hitting The Target - May-13
- Corporate Adviser Supplement: Man vs Machine: Can TDFs Deliver? - Apr-13
- Financial Adviser: Fair Expectations in Default Funds - Mar-13
- WSB: Emerging Best Practice in Default Funds - Mar-13
- Corporate Adviser: Comparing default strategies: a 360-degree perspective - Mar-13
- FT Alchemy: Auto-enrolment needs clear benchmarks 15-Feb-13
- Corporate Adviser Industry Forum: Target Date Funds Supplement - Oct-12
- Corporate Adviser: Let's learn from US target practice - Jul-12
- Professional Investor: Target Date Funds: will the UK follow the American revolution? Jun-12