February 6th, 2018
"In our experience, the way bond managers speak provides insight into their true thinking, underlying skills and biases," write Brett Wander and Jake Gilliam, two investing team leaders at Charles Schwab. "When we look for bond managers as sub-advisers, there are things we like to hear, but there are also things managers say that immediately trigger our alarms."
February 2nd, 2018
The Endowment Index calculated by Nasdaq has reconstituted and rebalanced its overall asset allocation for 2018, making some slight but telling adjustments.
January 9th, 2018
The SEC’s new Fixed Income Market Structure Advisory Committee aims to tackle difficult bond market liquidity challenges, with its first official meeting coming up this week.
January 4th, 2018
“How can stocks continue to go up when the political situation in the country is such a mess? Easily, because they have little to do with one another in the short term.”
January 3rd, 2018
“As we enter 2018, the macro environment remains supportive for the fixed-income markets,” reports Voya Investment Management CIO of Fixed Income Matt Toms.
December 29th, 2017
Year-end analysis shared by Charles Schwab suggests the appointment of Jerome Powell to be the new Federal Reserve leader likely means that interest rates will continue to move up slowly and cautiously.
December 5th, 2017
A panel of MFS investment strategists and economists look back over 2017—and ahead to the global growth challenges and opportunities for the coming year.
November 22nd, 2017
Experts suggest an additional annuity safe harbor regulation is unlikely and perhaps even unneeded for promoting greater use of in-plan lifetime income solutions, given that sponsors’ hesitation is often misplaced.
November 16th, 2017
SIFMA says it has a strong interest in clarifying
the fiduciary obligations of investment managers in selecting and managing
investment options in retirement plans governed by ERISA.
November 15th, 2017
However, they still held the largest percentage of total balances in October and received the largest percentage of contributions.
November 10th, 2017
It will provide new ideas about how to enhance to the Commission regarding efficiency and
resiliency of these evolving markets.
November 7th, 2017
The consolidated litigation alleges the firm invested its stable value funds in risky assets, causing losses to
retirement plan participants.
November 2nd, 2017
Franklin Templeton Presents Upcoming Passive ETFs; CLS Partners With Five Providers to Launch ETF Models; PFM Acquires FCM Assets to Include Stable Value Investments Offering.
October 30th, 2017
One solution NEPC suggests is Treasury Separate Trading of Registered Interest and Principal of Securities, or STRIPS.
October 12th, 2017
Columbia Threadneedle premieres strategic beta bond ETF; and Change Finance launches new sustainable investing ETF.
September 28th, 2017
Hartford Funds Expands Fixed Income ETF Suite; Sage Releases ESG Intermediate Credit Index; ICMA-RC Opening Investments to Private Sector.
September 26th, 2017
Several Americans across generations fear their
portfolios aren’t diversified enough to secure a comfortable retirement in the
event of a market correction.
September 18th, 2017
The 3% return on the standard equity portfolio measured
during the second quarter pushed the decade-old DC plan investing index to a
September 7th, 2017
Launches High Yield Corporate Bond ETF; Sage Advisory Introduces Custom Laddered Strategy; and Franklin Templeton Rolls Out Active Municipal Bond ETFs.
August 23rd, 2017
Morningstar reports that among active U.S. stock funds, the worst performers were small blend funds, of which only 32% beat their benchmarks in the past year.