Tag: Fixed income

“We recommend that plan sponsors consider these investment ‘ideas’ in the context of their overall plan objectives and constrains and under the advice of their investment consultant or...

Putnam reveals ‘Maneuver in Markets’ program for advisers; Vanguard reopens money market fund ahead of SEC changes; Wells Fargo offers enhanced pension metrics reporting.

It’s more or less common sense that making retirement plan investment menus easier to use will lead to better outcomes, but a new paper strives to more carefully...

Vanguard Core Bond Fund will share many characteristics with Vanguard Total Bond Market Index Fund, the company said.

The companies expect to bring new market cap-based equity strategies to retirement plan clients, with a focus on target-date funds. 

The Federal Reserve raised interest rates by one-quarter of a percent, the first raise in nine years.

Historically low interest rates had a sharply adverse impact on retirement income.

Though most trading days favored fixed income, large U.S. equity funds received the most inflows.

Delaware Investments announces intent to acquire Bennett Lawrence Management; Partners Group introduces private markets funds for the defined contribution market; Allianz Global Investors launches dynamic target-date collective investment...

Advisers may want to recommend defined benefit plan sponsors pursue more active strategies and different asset classes.

Investors are concerned about global political unrest and macroeconomic challenges, according to Natixis, but they remain optimistic on equities and alternatives. 

Creditworthiness of the provider and fees topped the list.

However, retirement plan sponsors could use more education about stable value investment performance, MetLife finds.

Prudential Investments DCIO executive Michael Rosenberg warns investors not to leave their portfolios exposed to “bad luck” in the five or 10 years before retirement. 

Prudential Investment Management experts are focused on an aging global investing population that will continue to dampen economic growth and keep interest rates low globally—rivaling the impact of...

Strategic Insight data shows long-term mutual funds and exchange-traded products secured significantly stronger inflows in October. 

A Cerulli Associates survey finds anticipated change in the interest rate environment remains the top concern of U.S. insurance providers. 

Often, investment jargon is designed to market and not to inform, says Segal Rogerscasey’s CIO Tim Barron.

Head of insurance solutions at Lincoln Financial Distributors suggests advisers have as much to gain from education around long-term care planning as clients do. 

Academic scholar and adviser to the Georgetown Center for Retirement Initiatives shares his ideas for creating state-supported “individual DBs” to bring workplace retirement benefits to more private-sector workers.