Data and Research | May 22nd, 2023 DB Plans Report High Returns in Q1 2023 After a poor performance in 2022, defined benefit plans are reporting positive returns so far this year as bond markets...
Investing | November 8th, 2021 A Two-Step Approach to ESG Investment Analysis The first step involves choosing an optimal mix of asset classes based on traditional measures of risk and return, and...
Investing | December 10th, 2020 DB Plan Sponsors Looking to New Vehicles for LDI Strategies Diversification is a focus for fixed income investments, and experts shared thoughts about strategies during a roundtable event.
Opinions | March 2nd, 2020 Barry’s Pickings: Declining Interest Rates and 401(k) Investments Michael Barry, president of O3 Plan Advisory Services LLC, discusses the significance of interest rate risk for 401(k) plan participants...
Investing | October 23rd, 2019 Understanding of Fixed Income Investments Needed Now More Than Ever Fixed income investments remain valuable for retirement plan participants, but with a “new normal” of lower interest rates and increasing...
Products | March 28th, 2019 Investment Product and Service Launches Principal Financial Group launches the Principal Guaranteed Option, while Charles Schwab introduces subscription pricing for robo-advice.
Products | January 24th, 2019 Investment Product and Service Launches Securian Asset Management introduces name changes to mutual funds; First Trust adds fixed-income ETF; and Citi creates bond funding environmental and climate...
Products | January 10th, 2019 Investment Product and Service Launches Natixis releases international sustainable equity fund; Putnam to host webcasts on fixed income markets; Fitch Ratings launches ESG Scoring System.
Products | November 1st, 2018 Investment Product and Service Launches SSGA Creates Fixed Income Data and Investment Publication, and Northern Trust Selects Diversity-Focused Firms to Offer Investment Insight.
Products | October 4th, 2018 Investment Product and Service Launches Natixis Adds Strategies to Sustainable Future Funds; GSAM Offers Fourth Fixed Income ETF; PGIM Launches Second Actively Managed ETF; and...
Investing | June 8th, 2018 Signs of Annuity Market Stabilization After DOL Fiduciary Rule Derailment Data from Morningstar demonstrates variable annuity net assets fell 1.6% to $1.95 trillion during the first quarter of 2018, versus...
Investing | April 30th, 2018 Post-Crisis Pension Portfolios Include More Fixed Income, LDI Strategies Equity prices have strongly recovered since the Great Recession, bringing some benefit to corporate pension funded status, but pension plan...
Products | April 9th, 2018 Bond Manager Recounts Rise of LDI Solutions Post-PPA Ryan Labs president Richard Familetti reflects on the increasingly prominent role of investment consultants in helping to shape LDI strategies...
Investing | March 30th, 2018 Green Bonds as Part of an ESG Investing Strategy “Ultimately, we believe that an active and tactical approach to investing in green bonds may allow investors to better manage...
Products | March 22nd, 2018 Investment Products and Services Launches AlphaCore launches risk factor analytics tool, and Franklin Resources adds to fixed income team.