Tag: fixed income investing

After a poor performance in 2022, defined benefit plans are reporting positive returns so far this year as bond markets...

The first step involves choosing an optimal mix of asset classes based on traditional measures of risk and return, and...

Diversification is a focus for fixed income investments, and experts shared thoughts about strategies during a roundtable event.

Michael Barry, president of O3 Plan Advisory Services LLC, discusses the significance of interest rate risk for 401(k) plan participants...

Fixed income investments remain valuable for retirement plan participants, but with a “new normal” of lower interest rates and increasing...

Principal Financial Group launches the Principal Guaranteed Option, while Charles Schwab introduces subscription pricing for robo-advice. 

Securian Asset Management introduces name changes to mutual funds; First Trust adds fixed-income ETF; and Citi creates bond funding environmental and climate...

Natixis releases international sustainable equity fund; Putnam to host webcasts on fixed income markets; Fitch Ratings launches ESG Scoring System.  

SSGA Creates Fixed Income Data and Investment Publication, and Northern Trust Selects Diversity-Focused Firms to Offer Investment Insight.

Natixis Adds Strategies to Sustainable Future Funds; GSAM Offers Fourth Fixed Income ETF; PGIM Launches Second Actively Managed ETF; and...

Data from Morningstar demonstrates variable annuity net assets fell 1.6% to $1.95 trillion during the first quarter of 2018, versus...

Equity prices have strongly recovered since the Great Recession, bringing some benefit to corporate pension funded status, but pension plan...

Ryan Labs president Richard Familetti reflects on the increasingly prominent role of investment consultants in helping to shape LDI strategies...

“Ultimately, we believe that an active and tactical approach to investing in green bonds may allow investors to better manage...

AlphaCore launches risk factor analytics tool, and Franklin Resources adds to fixed income team.