Retirement Industry Investment Products and Services
Process Unity unveils new integration with Salesforce, while BlackRock adds to its lineup of sustainable investing funds.
Tag: Fixed income
Emerging Markets Top Risk to Equity Markets
Investment managers surveyed by Northern Trust have changed their views since the second quarter.
Lessons for Plan Sponsors from the Market Volatility
The most recent market environment reinforces the need for bonds and should encourage plan sponsors to look at innovative strategies.
Bond Ladders Seen as a Prudent Approach to Fixed Income
Bond ladders can be built to perform well in a variety of interest rate environments.
Investment Product Launches for the Week
This week’s new investment products and services include an absolute return fund from Goldman Sachs; a book about stable value investing from Stable Value Consultants; and the launch...
Experts Still Uncertain on Interest Rates
It should benefit long-term investors when interest rates start ticking up, but some distressing client circumstances could coincide with a rate hike.
401(k) Plan Participants React Visibly to Market Dip
The last full week of August was a test of will for retirement plan participants. Many buckled under the pressure.
Investment Product Launches for the Week
Franklin Templeton launched a flexible alpha bond fund; Morningstar announced new ESG tracking and reporting capabilities ; and American Century started a new alternative investment brand.
trendspotting
Trendspotting
Annuities Seen as the Better ChoiceAn analysis of systematic withdrawals vs. annuities Art by Michela ButtignolAn academic analysis by Mark Warshawsky, a visiting scholar at the Mercatus Center at...
Interest Rates are Top of Mind for Advisers
Many advisers are trying to address client concerns about when rates will rise.
Interest Rates Improved Q2 Funding Ratios
Movement in the effective interest rate decreased pension plan liabilities sharply during the second quarter of 2015.
International Equity Tops Fund Flows in June
International equity offerings attracted nearly $25 million for the month.
Assessing Equities After Whirlwind Decade
Some investors believe equity markets are dangerously inflated. Others see strong fundamentals and room for optimism. Who’s right?
International Equity Posts Strong May Flows
Net inflows to stock and bond funds totaled $21.7 billion in May 2015, according to Strategic Insight.
Comparing Lifetime Annuities and Structured Withdrawals
A rigorous new study out of George Mason University takes a strong positive stance on using lifetime annuities over structured withdrawals.
Few Have Retirement Distribution Plans
More than half (56%) of retirement plan participants have no strategy for making their money last throughout retirement.
Russell Investments Launches Multi-Strategy Income Fund
The new Multi-Strategy Income Fund from Russell Investments seeks to balance the need for generating income today with the need to generate sustainable future income.
Money Market Fund Reform Likely Warrants Changes
Some believe more 401(k) plans will switch to government money market funds to respond to SEC rule changes.
Variations of ‘Bucket’ Strategies for Retirement Income
Ask several different financial experts what it means to set up “buckets” for retirement income, and you may get several different answers.
Clients Still Need Conservative Investment Options
With numerous Baby Boomers retiring and current market and interest rate risk factors, conservative investment options remain an important part of the retirement plan menu.