Fixed Income

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Americas Split From Rest of World on Future of Investment Management: Fidelity Survey

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Fidelity Institutional Asset Management's 11th global institutional investor survey put into stark relief how differently investors in the Americas, Asia and Europe think about important topics such as the role of technology in asset management and asset allocation

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Emerging Markets: Finding opportunity in uncertainty

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A panel of emerging market experts that includes Maria Negrete-Gruson, managing director and portfolio manager at Artisan Partners; Ricardo Adroguť, head of emerging markets debt at Barings; and Claire Franklin, portfolio manager at BMO Global Asset Management discuss the macro-environment, share company and country specifics, and offer insights on where to look past the headlines.

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Finding value in the corporate bond market

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Investment-grade bonds have historically offered a safe haven for institutional investors when the market starts swinging, but this year, the sector hasn't fared much better than other asset classes.

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Trends in Global Investing

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This supplement provides an up-to-date look at markets around the world, from equities to fixed income, currencies and more, as well as the risks and opportunities investors face.

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Alternatives can provide diversification and downside protection if done right

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Alternative investments can play an important role if approached in the right manner. Biagio Manieri, managing director at PFM, discusses why alternatives make sense and how investors should think about understanding them.

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Credit opportunities abound in emerging market debt amid headwinds

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The global economy faces risks on three fronts, but compelling investment opportunities can still be found in emerging market debt. At Eaton Vance, the team has identified three sets of headwinds: The interest rate environment in the U.S., rising oil prices and a slowdown in China.

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Getting Ahead of the Downgrade is a Key to Successful Pension Fund Management

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As more plan sponsors consider liability driven investment programs, the question of credit downgrades and their impact on an LDI portfolio inevitably arises. Itís an important issue, but more critical than a managerís ability to avoid downgrades is the depth of fundamental research that goes into building an LDI portfolio that can anticipate downgrades and meet a clientís goals.

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ESG Investing: Momentum builds toward the mainstream

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In this supplement, our panel discusses the different facets of responsible investing, latest advances and the challenges investors face.

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Rising Rates Present Opportunity for Institutional Investors

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While there are some challenges in the current environment, rising rates are a constructive trend for fixed-income investors over the long term, according to Janelle Woodward, global head of fixed income at BMO Global Asset Management.

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Understanding the noise that comes with ESG investing

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In this Q&A, Philippe Jordan, president of CFM, discusses the research into the cost and value of ESG, and what can be done to standardize ESG to better measure returns.

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Emerging Market Debt: Into the Wild

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Itís been a volatile year for emerging market debt, but conditions have settled down over the last month or two.
That said, institutional investors looking to take advantage of the diversification and return possibilities that the asset class can offer need to fully understand the potential risks from fiscal, monetary and political perspectives ó and they need to be patient.

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International Growth: Given US valuations, an active approach to international equities offers better opportunities for growth

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Having an international allocation has always been important to institutional investors, but today is a particularly good time to look beyond the U.S. to find growth.

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Investing in Chinaís Future: Emerging No More

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A lot of ink has been spilled about the development of China as a global economic power, but for institutional investors, it has remained an emerging market. Not for long, though. Institutions are rethinking their approach to China, and they are considering a dedicated allocation.

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Multi-manager target-date funds coming of age at just the right time

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Todd J. Cassler, president of institutional distribution at John Hancock Investments, talks about what goes into a multi-manager target-date fund, how the cost compares with other target-date funds, and what due diligence questions plan sponsors need to ask when considering such options.

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Advancements in Securitized Credit

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Itís late in the business cycle and the Fed is tightening. Equities have had an epic run. Investors have been chasing yield in the high-yield sector for years. So whatís next? Where does one look for return?

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Liquidity management gets responsible

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Most plan sponsors searching for investment managers include some questions about the managersí approach to environmental, social and governance investing in their standard RFP. While these initiatives have long been associated with equity mandates, they are becoming increasingly used in fixed income as well.

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Target-date Funds Catching the Tailwind of ESG Investing

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Over the past 12 to 18 months, environmental, social and governance investment options have become more available in defined contribution plans, but asset growth has been rather limited. That's likely to change ó and change quickly ó when ESG-based target-date funds become a regular feature on retirement plan fund lineups.

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Trends in DC

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As baby boomers continue to retire in droves and millennial become a larger part of the workforce, defined contribution plan sponsors have had to take a broader look at their plans, with a focus not only on retirement income but also on offering solutions that take a more integrated view of participantsí broader financial life.This supplement provides an in-depth look at the challenges that plan sponsors face today and how they are tackling them.

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Top 8 ways to help employees reach financial wellness: Slideshow

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Here are eight ways you can work with your benefits provider to help you understand the needs of your workforce, design solutions that meet those needs and inspire your employees to take action.

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CIO Confidential

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Insights from the front lines of the worldís largest asset owners

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Financial Wellness

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This supplement gets to the heart of the matter and digs into the key areas of retirement, budgeting, debt, health costs and insurance to help plan sponsors better understand the issues participants are facing and how best to address them across a diverse workforce.

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A Goldilocks Economic Backdrop Demands Caution, Not Complacency, From Bond Investors

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In this round table, Thomas C. Goggins, senior managing director and senior portfolio manager on the global multisector fixed-income team at Manulife Asset Management, Marty Margolis, chief investment officer at PFM Asset Management LLC, and Don Sheridan, a director on the fixed-income research team at Segal Marco Advisors, discuss the trends shaping fixed-income markets, including inflation and the flattening yield curve, opportunities around the globe and risks that investors need to keep an eye on.

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Advancements in Global Macro

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Rising interest rates have made fixed income investing challenging and returns hard to come by. But for managers following a global macro strategy, finding investment opportunities is the least of their worries.

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Fees and Returns Drive Institutional Investors to Factor Investing

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Institutional investors continue to ratchet down their expectations of returns from asset classes. Their long-term need for alpha has led to a greater focus on fees, which in turn is driving their interest in factor investing.

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Equity Investing in Emerging Asia During Trade Wars: Opportunities Persist in Domestic Consumption

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The economic model that has sustained Asiaís emerging markets for 35 years is under pressure. The threat and initiation of trade wars combined with underwhelming performance of the regionís equity markets have driven the point home. But that doesnít mean equity investors should abandon the asset class.

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Harness the Power of Emerging Markets

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With the U.S. very late in its economic cycle, emerging markets offer an attractive alternative. In this Q&A, Pensions & Investments speaks with Ernest Yeung, portfolio manager for the emerging markets value equity strategy at T. Rowe Price, about the prospects for emerging markets, including the unique opportunities in companies that many investors are missing.

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Retirement Income Comes into Focus for Plan Sponsors

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In this round table discussion, Rob Reiskytl, partner, actuarial consultant at Aon, Drew Carrington, senior vice president, head of institutional DC at Franklin Templeton Investments, and Anne Lester, portfolio manager and head of retirement solutions at JPMorgan Asset Management, discuss the opportunities and challenges around retirement income for plan sponsors, how automation may fall short for near-retirees and how to think about fiduciary risks when it comes to retirement income.

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Ten years past the global financial crisis: Lessons learned in fixed income

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With the approaching anniversary of the global financial crisis, an important metric is being reset: the 10-year performance track record. Asset managers will, starting very soon, no longer have 2008 on their 10-year historical performance charts. With its disappearance, an elementary but key gauge of risk management will vanish as well.

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HIGH CONVICTION: The Latest In Global Active Equity With Olivia Engel

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Is Value Ready to Turn?
Long period of underperformance may be coming to an end

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Advancements in Stable Value Investing

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David Starr, a managing director at PFM Asset Management LLC, takes another look at the risk and management of stable value funds.

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Optimizing institutional portfolio opportunities with multi-asset strategies

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Outcome-oriented solutions offer significant potential to enhance risk-adjusted performance across both strong and weak market cycles. Invesco portfolio managers David Millar, head of multi-asset, and Scott Wolle, chief investment officer of global asset allocation, highlight the current trends driving interest in the segment and how these strategies can fit into an institutional portfolio.

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The evolution of ESG investing: From exclusion to integration and finding alpha

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At first, investing with an environmental, social and governance focus simply meant not buying certain stocks, such as tobacco or gaming companies. And for some investors, adoption of ESG is still hampered by a lack of understanding around how to incorporate it into a mandate. But for many, the idea of ESG integration is starting to take hold.

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Diversification in target-date funds is more important than you think

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One investment topic that rarely, if ever, goes out of style is diversification. But itís not often discussed in the context of target-date funds, and thatís a problem. Diversification should play a central role when defined contribution plan sponsors seek to bolster their retirement programs.

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HIGH CONVICTION: The Latest In Global Active Equity With Olivia Engel

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Looking beyond the impact of oil on energy stocks

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Advancements in Multi-Asset Investing

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Manager selection, active or passive strategies and the use of alternative investments are three key issues when considering a multi-asset allocation. In this Q&A, Biagio Manieri, a managing director at PFM Asset Management LLC, talks about the firmís approach to these three areas.

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ESG investing: New DOL guidance may boost adoption

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Edward Farrington, executive vice president of retirement strategies at Natixis Investment Managers, welcomed the guidance on environmental, social and governance investing for ERISA plans and said it may, in fact, lead to greater adoption of ESG strategies and funds.

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Walking the walk on ESG

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Working with companies on ESG issues can lead to better long-term outcomes for the companies, their employees, suppliers, shareholders and other stakeholders, not to mention the world.

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HIGH CONVICTION: The Latest In Global Active Equity With Olivia Engel

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Fangs and Bats Grab Investorsí Attention, But Are They Worth It?

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Should you consider an allocation to infrastructure debt?

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The opportunities in infrastructure debt have never been better ó as long as you have the right partner, explains Emeka Onukwugha, head of Baringsí Private Debt Group.

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All Content Solutions are published by the P&I Content Solutions Group, a division of Pensions & Investments. The content was not written by the editors of the newspaper, Pensions & Investments, and does not represent the views of the publication, or its parent company, Crain Communications.

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