Principal Financial Group launches the Principal Guaranteed Option, while Charles Schwab introduces subscription pricing for robo-advice.
Tag: fixed income investing
Securian Asset Management introduces name changes to mutual funds; First Trust adds fixed-income ETF; and Citi creates bond funding environmental and climate finance.
Natixis releases international sustainable equity fund; Putnam to host webcasts on fixed income markets; and Fitch Ratings launches ESG Scoring System.
The president and CIO of Ryan Labs describes in detail the mechanics behind the firm’s new defensive bond portfolio strategy—and the way his work continues to be shaped by the Pension Protection Act and MAP-21.
"Based on our observations as managers of global fixed income portfolios, the integration of ESG factors and green bonds into the investment process can help investors reap opportunistic gains as well as defend returns,” Yvette Klevan with Lazard Asset Management says.
AlphaCore Launches Risk Factor Analytics Tool, and Franklin Resources Adds to Fixed Income Team.