Tag: Fixed income

Defined contribution (DC) plans have already taken some lessons from defined benefit (DB) plans.

Even with strong capital market performance, many liability-driven investors decreased equity allocations this year in favor of fixed-income vehicles.

An analysis has found a fixed-income strategy that may work regardless of interest rate behavior, according to Principal Financial Group.

The Milliman 100 Pension Funding Index shows that the funded status of the 100 largest corporate defined benefit (DB) pension plans improved to 93.9% during November.

The Towers Watson Pension Index reached a five-year high during November.

A research brief from Russell Investments finds that funding levels for pension plans improved significantly in the last year.

Twenty TIAA-CREF mutual funds are now available through the Merrill Lynch Wealth Management and Merrill Edge investment platforms.

Investors can expect more broad-based and self-sustaining recovery next year as economic conditions in the U.S. and Europe continue to improve, new analysis shows.

The funded status of the typical U.S. corporate pension plan in November improved 2.1 percentage points to 93.9%.

Accounting for the source of funded ratio increases within defined benefit (DB) plans is critical for preventing imprudent fixed-income purchases, new research shows.

The cost of purchasing pension annuities from insurers fell to 108.3% of liabilities during October, down from 108.9% to reach the smallest margin measured in 2013.

A paper published in The Journal of Retirement argues that asset-allocation glide paths popularized in target-date funds (TDFs) fail to deliver superior end-point wealth.

W.E. Donoghue & Co., Inc. (WEDCO) has launched the Power Dividend Index Fund.

The use of multiple asset-allocation models is essential to mitigate risk in a post credit crisis world, according to a new whitepaper from NEPC LLC.

Defined benefit pension plans that are less funded invest more aggressively, according to an analysis by Towers Watson.

Fidelity Investments has expanded its line-up of short duration bond mutual funds for investors and financial advisers.

Alternative exchange-traded fund (ETF) provider ProShares Advisors LLC launched a new investment-grade bond ETF, designed with a built-in hedge against rising interest rates.

The DoubleLine Shiller Enhanced CAPE Fund uses the long-term stock valuation principles of Nobel Prize-winning Yale economics professor Robert Shiller.  

BNP Paribas Investment Partners Trust Company added a share class to offer employer-sponsored retirement plans access to its U.S. Treasury Inflation Protected Securities (TIPS) comingled investment fund.

U.S. workers hold almost half of their investable assets in low- or no-return cash strategies, potentially jeopardizing retirement readiness in an effort to avoid risk.