Tag: Fixed income

It’s more common to think about portfolios or financial institutions as having “liquidity issues,” but many U.S. retirees say they would have real difficulty meeting an unexpected $1,000...

Monthly net redemptions from money market funds totaled $18.4 billion during the month of June.

Despite warnings from service providers and even current retirees, Americans still significantly overestimate the number of years they’ll be able to hang around in the workplace. 

Nearly one-third of asset managers cite the institutional channel as being their most important target for alternative investment expansion.  

John Hancock Investments enacts expense reductions in TDF suite; Defined Contribution Real Estate Council publishes investing checklist for plans; Morningstar introduces new global risk model; Global Retirement Partners teams...

Investors’ search for low-cost and passively managed funds is a primary reason.

Nearly three-quarters think the market volatility will settle down by year’s end.

Each firm will be given a core fixed income mandate because “research indicates that smaller asset managers are likely to add value relative to the benchmark with these...

Vanguard modifies advisory arrangement for Explorer Value Fund; FTSE Russell unveils Green Revenues model; Franklin Templeton Investments introduces LibertyShares strategic beta ETFs; and more.

DB plan sponsors need help assessing whether they are in the right vehicle structures or funds offering the right liquidity terms. 

The new version of the software incorporates an income tax feature, enabling the client to consider projected income tax exposures regarding his or her social security benefits.

The latest mutual fund flow numbers put out by Strategic Insight show healthy inflows for a variety of bond fund types. 

Retirement prep is generally thought of as a matter of dollars and cents, but new Merrill Lynch research considers an asset even more fundamental to a successful retirement.

LMCG Investments adds to small-cap offerings; Voya Financial expands access to its target-date mutual fund series; Fringe Benefits Design partners with Redhawk Wealth Advisors for ERISA fiduciary services. 

Reflecting the expanding global scope of its asset management business, TIAA is rebranding its investment organization as “TIAA Global Asset Management.”

More affluent clients of advisory firms often seek out the latest services and strategies—making the group a helpful barometer of investment industry trends and challenges. 

Baring Asset Management reveals brand consolidations; Core Bond Fund launched by Vanguard; FTSE Russell moves forward on collaboration with momentum investing specialist Trendrating.

Northern Trust subsidiary joins forces with alternatives specialist Aurora Investment Management; Vanguard Launches international high-dividend yield index fund and dividend appreciation index fund.  

The lawsuit is filed as a class action on behalf of the Arthur J. Gallagher & Company 401(k) plan and all other similarly situated plans.

Duration-focused equity and fixed-income exposures have long formed the basis of large institutional portfolios not tied to the future income needs of a single individual or family, but today’s...