Tag: Fixed income

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. 

Exchange-traded fund (ETF) assets decreased $67.4 billion, or 5.7%, in May.

 Neuberger Berman Group LLC launched the Neuberger Berman Absolute Return Multi-Manager Fund with multiple sub-advisers on Monday.   

Jeffrey Rosenberg has joined BlackRock as a managing director and chief investment strategist for fixed income. 

Morningstar, Inc. has launched a sector classification system for the universe of fixed income funds. 

Matthews International Capital Management, LLC, has expanded its fund lineup to include the firm’s first dedicated fixed income investment strategy. 

Russell Investments has promoted senior consultant Martin Jaugietis to the newly created role of director, head of LDI solutions, Americas Institutional.

Gregory McGreevey will join Invesco as head of Invesco Fixed Income. 

J.P. Morgan Asset Management has introduced a new design for the core menu line-up in defined contribution plans, called Core Menu Innovation (CMI).

Aon Hewitt’s October 401(k) Index found that despite the recent market rally, 401(k) participants transferred assets from equities into fixed income investments for the fifth consecutive month.

Fidelity Asset Management has announced leadership appointments within its Fixed Income Division, which includes the company’s Bond Group and Money Market Group.

T. Rowe Price has created a new Fixed Income Solutions Group and hired Peter S. Austin to lead it.

J.P. Morgan Asset Management announced that Anthony Gould will join the New York/London/Asia Global Fixed Income team as a Senior Client Portfolio Manager.