investment-oriented
Balancing Act
The classic 60/40 balanced fund benchmark may not work anymore, but advisers can utilize other gauges
Reported by
Judy Ward
To access this premium content, please sign up for a free account!
You Might Also Like:
DC Plans Show Openness Toward Fixed Income, per PIMCO
As markets take a more active investment approach, surveyed plan sponsors said they would pay an additional 15 basis points...
401(k) Participants Redirected Flows Into Fixed Income in May
Investors adjusted their portfolios through trading, but their accumulation strategy remained unchanged, according to Alight.
US ETF Industry Reaches All-Time AUM High
Vanguard was February’s best-selling exchange-traded fund promoter in the US, according to the London Stock Exchange Group.