Tag: Fixed income

Northern Trust subsidiary joins forces with alternatives specialist Aurora Investment Management; Vanguard Launches international high-dividend yield index fund and dividend appreciation index fund.  

The lawsuit is filed as a class action on behalf of the Arthur J. Gallagher & Company 401(k) plan and all other similarly situated plans.

Duration-focused equity and fixed-income exposures have long formed the basis of large institutional portfolios not tied to the future income needs of a single individual or family, but today’s...

Manning & Napier adviser services executive suggests the regulatory environment confronting retirement plan advisers and their clients is about as complex as it’s ever been. 

Two ways to gird against participant panic: educate participants and build the right bond options into the lineup.

Like any challenging labor in life or business, running a target-date fund portfolio successfully requires careful attention and a keen sense of balance.

Following the Federal Reserve’s decision this week to hold off at least a little longer on its next rate hike, one Prudential fixed-income leader anticipates a volatile but...

“We recommend that plan sponsors consider these investment ‘ideas’ in the context of their overall plan objectives and constrains and under the advice of their investment consultant or...

Putnam reveals ‘Maneuver in Markets’ program for advisers; Vanguard reopens money market fund ahead of SEC changes; Wells Fargo offers enhanced pension metrics reporting.

It’s more or less common sense that making retirement plan investment menus easier to use will lead to better outcomes, but a new paper strives to more carefully...

Vanguard Core Bond Fund will share many characteristics with Vanguard Total Bond Market Index Fund, the company said.

The companies expect to bring new market cap-based equity strategies to retirement plan clients, with a focus on target-date funds. 

The Federal Reserve raised interest rates by one-quarter of a percent, the first raise in nine years.

Historically low interest rates had a sharply adverse impact on retirement income.

Though most trading days favored fixed income, large U.S. equity funds received the most inflows.

Delaware Investments announces intent to acquire Bennett Lawrence Management; Partners Group introduces private markets funds for the defined contribution market; Allianz Global Investors launches dynamic target-date collective investment...

Advisers may want to recommend defined benefit plan sponsors pursue more active strategies and different asset classes.

Investors are concerned about global political unrest and macroeconomic challenges, according to Natixis, but they remain optimistic on equities and alternatives. 

Creditworthiness of the provider and fees topped the list.

However, retirement plan sponsors could use more education about stable value investment performance, MetLife finds.