Tag: Fixed income

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.

Financial professionals often suggest a 4% annual withdrawal rate for retired workers living off accumulated assets, but one service provider is pushing a more sophisticated approach.

During a U.S. Senate subcommittee hearing, a Treasury official discussed details and the intent of the myRA proposal.

Retirement investment services provider Franklin Templeton Investments launched a new program that supplies plan advisers with tools and support to help clients develop long-lasting income streams.

Investment management and financial services firm Neuberger Berman has introduced the Neuberger Berman Unconstrained Bond Fund.

Institutional investors working with Towers Watson more than doubled asset flows moving into “smart beta” strategies last year, reaching $11 billion of inflows in 2013.

The retirement industry has shifted its focus from accumulation to income in retirement, changing the way tools present readiness and income projection.

Five mutual funds from BlackRock Inc. seek to deliver a total return that tracks the expected median cost of lifetime income.

Overall retirement income adequacy for Baby Boomers and Generation X households improved last year.

The Towers Watson Pension Index dropped 5.1% in January.

It’s not just large pension funds that have concerns over rising interest rates and their impact on portfolio strategies—defined contribution plan advisers are apprehensive, too.

The recent decrease in the funded status of defined benefit pension plans highlights the need for plan sponsors to possess a strategy for locking in a favorable funded...

Average daily transfer activity for defined contribution (DC) plan participants remained unchanged in January compared with the previous month, according to the Aon Hewitt 401(k) Index.

Putnam Investments is putting more emphasis on investment strategies that can help financial advisers and their clients pursue strong, risk-adjusted performance in volatile markets.

Fidelity Financial Advisor Solutions, a unit of Fidelity Investments that provides mutual funds and other investment services, released an interactive calculator that helps financial professionals build fixed-income portfolios.

Funding levels of pension plans sponsored by S&P 1500 companies fell 6% in January, according to data from Mercer.

The funded status of U.S. corporate pension plans fell 4.2% during January to reach 91%, according to the BNY Mellon Investment Strategy & Solutions Group (ISSG).