Tag: Fixed income

Schroders made an agreement for its subsidiary Schroder U.S. Holdings Inc. to acquire 100% of the share capital of STW Fixed Income Management LLC.

A Vanguard study finds defined benefit (DB) plan sponsors are planning fewer design and investment changes than two years ago.

Outflows from U.S. stock funds may surpass 2008’s record of $96.7 billion, according to Morningstar Inc.

Average daily transfer volume among defined contribution (DC) plan participants during November was at the highest level since August 2011.

The RBC BlueBay Absolute Return Fund, a specialty fixed-income mutual fund for U.S. investors, was launched by RBC Global Asset Management Inc.   

The continued volatility of global financial markets has identified weaknesses in investment portfolios, causing institutional investors to reconsider asset-allocation strategies.

For consumers anxious about a low interest rate environment, Genworth rolled out CapMax, available only on Genworth’s SecureLiving Index Annuities.

Investors added $27.7 billion to long-term open-end funds during October, according to Morningstar.

Misconceptions about liability-driven investing (LDI) prevent many investors from implementing this strategy. 

 A new investor share class for the Hundredfold Select Alternative Fund was rolled out by the investment adviser.   

 Natixis Global Asset Management (NGAM) has reached an agreement to acquire McDonnell Investment Management LLC.  

Investors added $16.5 billion to long-term open-end funds in September, according to Morningstar Inc.

Principal Financial Group is offering a suite of separate accounts designed to help defined benefit (DB) plans of all sizes implement a liability-driven investing (LDI) strategy.

Defined contribution plan participants transferred assets from equities into fixed-income investments again in August, according to the Aon Hewitt 401(k) Index.

Average net transfer activity remained very low among defined contribution (DC) plan participants in July.

Goldman Sachs Asset Management LP (GSAM) has repositioned the Goldman Sachs Balanced Fund as the Goldman Sachs Income Builder Fund (Class A Shares: GSBFX).

The median return of BNY Mellon’s U.S. Master Trust Universe was -1.47% for the second quarter, driving down performance for the typical fund to 5.65% year over year.

Russell Investments unveiled a series of six target-duration liability-driven investing (LDI) commingled trust funds.

Defined contribution (DC) plan participants transferred monies from equities into fixed-income investments in June despite the market rally, according to the Aon Hewitt 401(k) Index. 

Other popular asset classes advisers are considering include non-U.S. fixed income, alternatives, real assets and commodities, Cogent Research found.