Tag: Fixed-Income
Steady Fixed-Income Outlook for 2018
Participants Split Between Fixed Income and Equities in October Trading
The SEC Forms Fixed Income Market Structure Advisory Committee
Investment Products and Services Launches
August Uptick in Trading Favors Fixed Income
Investment Products and Services Launches
Search for Yield in TDFs Can Leave Older Investors Over Exposed
Non-U.S. Equity Returns Boosted TDF Performance for Q2
The median equity exposure of equally weighted TDF vintages is 60%; equity exposure ranges from as high as 68% to...
Plan Sponsors Looking to Enhance Fixed Income Strategies
In order to preserve capital and protect participants from longevity risk, plan sponsors intend to put a bigger emphasis on...
DC Plan Menus Evolve to Meet Participant Demands
According to Manning and Napier survey data, as many as 27% of participants say they have actually proactively opted out...
Uncovering Hidden Risks in Fixed-Income Target-Date Fund Allocations
Brett Wander and Jake Gilliam of Charles Schwab say plan sponsors should consider re-examining their TDF fixed-income allocations, with an...
PSNC 2017: Trends in Fund Lineup Construction
Collective investment trusts, white labeling, smaller fund menus and “tiered” approaches are becoming the norm.
Active Fixed Income Could Be Useful in Rising Interest Rate Environment
PIMCO indicates an active fixed-income strategy could pose some opportunities in the current and future market.
Investment Products and Services Launches
Some Participants Unaware They Are Retirement Ready
Plan sponsors can help participants make sure they have a plan in place to retire on time, and also to...
Guaranteed Investment Contracts Called Out In Principal Lawsuit
Fixed-Income Holdings Should Inform TDF Series Selection
Fixed-income investments play a crucial role in overall target-date fund performance, but a new report suggests plan sponsors spend far...
Returns Outstripped Expectations During First Quarter
Since the end of the financial crisis, in March 2009, the median total equity program in the Northern Trust Universe...