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Beneficial Owners Securities Finance
February 12-13, 2026
Scottsdale Resort & SpaScottsdale, AZ

Glidepath Financial

Profile

Glidepath Financial is revolutionizing the target-date fund (TDF) industry by addressing the challenges of performance benchmarking and transparency. As the TDF market grows, assessing fund performance has become increasingly complex due to varying glide paths, fee structures, and implementation strategies. Glidepath Financial provides a proprietary benchmarking solution that customizes a low-cost index fund portfolio to replicate each TDF's unique asset allocation and strategy. This approach enables direct comparison of a TDF's realized returns against its tailored benchmark, highlighting efficiency and performance gaps. By decomposing these gaps into fee performance and trading performance, Glidepath Financial offers actionable insights into cost-effectiveness and active management quality. Additionally, Glidepath Financial's ranking system assigns clear, comparative ratings, empowering investors and fiduciaries to make informed decisions. With its innovative solutions, Glidepath Financial is setting a new standard for evaluating TDF performance and enhancing transparency across the retirement investment landscape.