Don’t Go Overboard with TIPS

"TIPS can play an important role in most retirement portfolios," writes this Tokyo-based economics professor. "... Like other assets, "TIPS have risks and do not eliminate the need for broad diversification." This article first appeared in Advisor Perspectives.

Thanks-givings (Not Misgivings) about Social Security

This year I'm claiming the Social Security benefits that I've earned on my own work record. I'm old enough now to be truly thankful for Social Security, whose future is precisely as certain, as fair, and as bountiful as we decide it will be.

The Alt-Asset Teams that Reinvent Annuity Companies

'Insurance Solutions' groups use private assets to boost the returns of life/annuity company investment portfolios. RIJ talks with Todd Fonner of Investcorp Insurance Solutions about this trend.

One Life Insurer’s Pivot to Private Assets

American Equity Investment Life’s ‘AEL 2.0’ strategy is designed to help it thrive even in a low yield environment. Allocating up to 40% of its money to ‘private assets’ is key to the fixed annuity specialist's plan.
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Sun Sets on Sun Life’s U.S. Annuity Business

New CEO Dean Connor decided to cut Sun Life's losses in the U.S. annuity business after a third quarter that negatively impacted many U.S. annuity issuers. The Canadian firm will focus on its employee benefit and MFS Investment Management businesses in the U.S.
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MassMutual introduces Pension Funding Scorecard

The Scorecard provides a quarter-by-quarter performance comparison for a liability-driven investing (LDI) portfolio vs. a traditional 60% equity/40% fixed income portfolio against the MassMutual Pension Liability Index (MMPLI).

Barclays Wealth and Securian announce new executives

Christopher M. Hilger has been appointed the 16th president of the 131-year-old Securian Financial Group, Inc., and Joseph Danowsky has been hired by Barclays Wealth as a Managing Director and Head of Solutions for the Americas.

Passive Equity Strategies Are Still Valid

A true passive strategy, history shows, was never meant to be limited to the S&P 500 or to any other single asset class, writes the owner of Strategic Distribution Institute LLC.

Envestnet acquires FundQuest

Timothy Clift, formerly chief investment officer and chairman of the investment committee at FundQuest, Inc., will join Envestnet|PMC as chief investment strategist, responsible for the development of investment strategies for client portfolios.