Tag: Fixed income

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.

New pension rules may provide relief for underfunded pension plans, but they can also increase risk, according to Karin Franceries of J.P. Morgan Asset Management.

Bryan P. Caisse, whose background is in mortgage-backed and fixed-income portfolio management, joined Performance Trust Investment Advisors LLC (PTIA) as senior portfolio manager.

Plan sponsors should be adding more fixed-income choices to their investment menus, according to a study.  

Defined contribution (DC) plan participants transferred monies from equities into fixed-income investments as the stock markets dropped substantially during...

 They like dividend-producing stocks and are tempering expectations for fixed income, a survey found.  

Two fixed-income SPDR exchange-traded funds (ETFs) from State Street Global Advisors began trading on the NYSE Arca.

April was the first month this year that the net direction of 401(k) participant transfers moved back toward fixed income.

The asset manager F-Squared Investments upgraded its AlphaSector Fixed Income Indices.