Target-Date Solutions Article

Research Agenda for 2023

Supporting Ongoing Enhancement of the AB UK Target Date Funds

27 June 2023

10 min read

Every year AB’s DC team sets out its research priorities for the coming 12 months. The research findings pave the way for enhancements to our DC TDF ranges across investments, product development and client reporting. What’s new for 2023?

We are committed to continuous improvement across our DC strategies, based on thorough research into priority areas both for investments and for client experience. A packed research agenda for 2023 includes:

Optimizing risk levels—risk and return expectations change continuously. We always need to recalibrate our fund exposures (and sometimes our targets) accordingly
Enhancing diversification and risk management—we’ve identified 10 main areas where we may be able to unlock higher returns and/or manage risk better
Improving client transparency—our client’s planning and reporting obligations grow more complex all the time. This year we plan to provide more help with three key reporting needs: climate, ESG and stewardship
Innovative product and policy development—we are finalizing a new glidepath for a cutting-edge TDF innovation: a single default retirement journey from accumulation through decumulation

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The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams and are subject to revision over time. AllianceBernstein Limited is authorised and regulated by the Financial Conduct Authority in the United Kingdom.

The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams.

About the Author

This is a marketing communication. This information is provided by AllianceBernstein Limited, 60 London Wall, London, EC2M 5SJ. Registered in England, No. 2551144. AllianceBernstein Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA - Reference Number 147956). It is provided for informational purposes only and does not constitute investment advice or an invitation to purchase any security or other investment. The views and opinions expressed are based on our internal forecasts and should not be relied upon as an indication of future market performance. The value of investments in any of the Funds can go down as well as up and investors may not get back the full amount invested. Past performance does not guarantee future results. This information is directed at Professional Clients only and is not intended for public use.