High-yield strategies dominate Morningstar’s 1-year fixed-income rankings
May 17, 2021 12:00:00 AMSeven of the top 10 performing fixed-income strategies were in Morningstar's high-yield bond category for the year ended March 31.
Roller-coaster year yields lower pension expense despite liabilities going higher
May 03, 2021 12:00:01 AMCorporate plans saw funding levels rise and pension expenses fall in 2020, despite higher liabilities and a historically low discount rate.
Strong recovery amid pandemic produces small gain in funding
April 30, 2021 10:03:09 AMAggregate assets, liabilities and funded status rose for the 100 largest plans in 2020 as the average discount rate plummeted.
Return of risk puts high yield on par with long duration
February 22, 2021 12:00:00 AMLong-duration bonds continued to dominate the list of top-performing fixed-income strategies in the last quarter of 2020.
Long-duration government bonds push strategies to top of class
November 16, 2020 12:00:00 AMLong-duration bonds continued to dominate the lists of top-performing strategies for both the one- and five-year periods ended Sept. 30.
ETF growth becomes big plus for index managers
November 16, 2020 12:00:00 AMFor the year ended June 30, indexed assets increased 5.4% to $15.35 trillion, as the COVID-19 crisis drove assets into fixed-income ETFs.
ESG indexes grow in tandem with rising awareness
November 16, 2020 12:00:00 AMSocial issues led to a heightened interest in socially conscious and sustainable investing in the U.S.
Long-duration government bond funds take top spots following plunge in yields
May 18, 2020 12:00:00 AMLong-duration strategies dominated the list of top-performing fixed-income strategies, holding all 10 spots for the year ended March 31.
Steep drop in discount rate pushes liabilities up 11.3%
May 04, 2020 12:00:00 AMHigh returns offset by a discount rate drop lowered aggregate funding in 2019 and left plans looking for derisking opportunities in 2020.
Technology, growth funds move to front
February 24, 2020 12:00:00 AMGrowth and technology strategies dominated equity rankings in separate accounts, while long-duration bonds led the year in fixed income.
Long-duration strategies dominate top 10 list for fixed income
August 19, 2019 12:00:00 AMLong-duration and corporate bonds displaced high yield for the year ended June 30, driven by expectations of an imminent rate cut.
Defined benefit funding rises even as returns turn negative
April 29, 2019 01:00:00 AMNegative year-end returns offset the funding advantage of higher discount rates for the 100 largest U.S. corporate DB plans in 2018.
Small-cap growth, ultrashort strategies reign
February 18, 2019 12:00:00 AMGrowth and technology topped Morningstar's equity database as of Dec. 31, while ultrashort and long-term government led fixed income.
High yield, credit strategies lead the way for bond funds
November 12, 2018 12:00:00 AMHigh-yield fixed income dominated Morningstar's list for a third consecutive quarter.
Passive investing continues to captivate global audience
October 15, 2018 01:00:00 AMIndexed assets under management rose 12.9% to $13.36 trillion in the year ended June 30, P&I's annual survey shows.
High-yield fixed income continues its winning ways
August 20, 2018 01:00:00 AMHigh-yield fixed income dominated Morningstar's list for a second consecutive quarter.
2017 'a sigh of relief' for corporate pension plans' funding
April 30, 2018 01:00:00 AMThe average funding ratio of the 100 largest U.S. corporate pension plans rose 4.7 percentage points in 2017, P&I's annual analysis shows.
Long-duration strategies take bonds mantle from high yield
February 19, 2018 12:00:00 AMLong-duration strategies were the top performers in fixed income for the year ended Dec. 31, according to Morningstar data.
Semper Capital Management
December 11, 2017 12:00:00 AMWinner in Pensions & Investments' Best Places to Work in Money Management 2017 survey.
Highland Capital Management
December 11, 2017 12:00:00 AMWinner in Pensions & Investments' Best Places to Work in Money Management 2017 survey.
Capital Investment Cos.
December 11, 2017 12:00:00 AMWinner in Pensions & Investments' Best Places to Work in Money Management 2017 survey.
Resource Consulting Group
December 11, 2017 12:00:00 AMWinner in Pensions & Investments' Best Places to Work in Money Management 2017 survey.
Los Angeles Capital Management and Equity Research
December 11, 2017 12:00:00 AMWinner in Pensions & Investments' Best Places to Work in Money Management 2017 survey.
Harrison Street Real Estate Capital
December 11, 2017 12:00:00 AMWinner in Pensions & Investments' Best Places to Work in Money Management 2017 survey.
Polen Capital Management
December 11, 2017 12:00:00 AMWinner in Pensions & Investments' Best Places to Work in Money Management 2017 survey.