Tag: Fixed income

Investment consultants polled for an annual PIMCO survey voiced near-unanimous support for the use of alternative investments, especially in custom target-date and target-risk strategies.

Defined contribution (DC) plans are increasingly adopting practices similar to defined benefit (DB) plans to improve participant outcomes, including automatic enrollment and “do-it-for-me” investments.

March was a light trading month for defined contribution (DC) plan participants, according to Aon Hewitt’s 401(k) Index.

Defined contribution (DC) plan participants reduced their holdings in fixed income and increased allocations to U.S. small-cap and mid-cap equities in 2013, while target-date funds continued to increase...

It sounds like the ever-elusive free lunch—an investment strategy that reduces the potential for major losses while still pursuing the market’s strongest opportunities for growth.

Men have slight edge over women when it comes to saving at the recommended 10% rate, according to research from Wells Fargo, but people still fall short of...

In prior decades, international and emerging market stocks were good investments to get diversification for a retirement plan portfolio, but things have changed.

The first quarter of 2014 saw very light pension rebalancing flows, but liability-driven investing (LDI) and de-risking strategies continue to pick up steam.

In the two decades since target-date funds (TDFs) first entered plan investment menus, they’ve gained a reputation as a set-it-and-forget-it strategy that many experts oppose.

Registered investment advisers (RIAs) are the service target of Brownstone Investment Group, which specializes in fixed income, and expanded its services specifically for advisers. 

The Federal Open Market Committee (FOMC) of the Federal Reserve said in its March statement it will dump the 6.5% unemployment rate threshold to push forward rate guidance. 

Even the best laid plans can go off track, and this is true for defined benefit plan portfolios.

Defined contribution (DC) plans outperformed defined benefit plans significantly during the fourth quarter of 2013 and during the whole year, according to a recent analysis.

The funded status of pension plans showed an improvement in February compared with figures from January, says a new analysis from Russell Investments.

The expectations of institutional investors are predicted to remain positive during 2014 and beyond, says a new survey.

Defined benefit plan sponsors have a window of opportunity to take action on pension risk.

A new analysis from the Investment Company Institute (ICI) shows a vast majority of traditional individual retirement accounts (IRAs) are opened with rollovers from employer-sponsored retirement plans.

The portfolio consulting group of Envestnet Inc. launched a new multi-manager portfolio series called the Liquid Endowment Portfolios, designed to address rising correlations across asset classes.

Investors around the world contributed almost $1 trillion in net flows to investment funds during 2013, similar to levels observed in the preceding year.

Changes in bond market conditions and institutional portfolio strategies are driving the largest U.S. investors to add more exchange-traded funds (ETFs)—especially those built on fixed-income investments.