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...“I think we have done a very good job in executing on our strategy to simplify and focus the business on key areas,” Ybarra told the FT....
...The downgrades have been communicated to hundreds of pension funds, including FTSE 350 schemes, which used LDI strategies to help manage interest rate and inflation risks....
...Vanguard’s target-date retirement funds, which automatically tilt more towards bonds as they move closer to the client’s retirement date, were similarly afflicted....
...The restrictions affected BlackRock clients using its liability-driven investing strategies that lay at the heart of the turmoil....
...Federated Hermes, a champion of environmentally friendly investment strategies, has bowed to client demands to withdraw sponsorship of a coalition of senior US public officials that opposes action on climate...
...“The investor base for the funds reflects a variety of shareholder types, including direct retail investors, clients represented by independent financial advisers, broker-dealers, employer-sponsored retirement...
...One saving grace for mutual funds could be their use within retirement accounts, Apkarian said. Many recordkeepers still do not offer ETFs in 401(k) accounts because of operational issues....
...And its retirement business has continued to grow, with record inflows into its target date funds this year. Two-thirds of T Rowe’s assets are now retirement related, Sharps said....
...Among them were Canadian pension fund Ontario Municipal Employees Retirement System, as well as the Abu Dhabi and Chinese sovereign wealth funds....
...The typical Gen X household has just $40,000 saved for retirement, and 40 per cent of their 401k plan balances are zero....
...to strategy and fund to fund....
...Thompson, who will come out of retirement to start his new role on October 9, will arrive to a full inbox....
...This strategy has been developing. But investors still coveted AEL primarily for its policy-writing machine....
...The retirement of old, listed shares through takeovers or buybacks started to exceed the issuance of new shares in primary or secondary issues. Stock markets began to shrink....
...Commodity trader Trafigura has restructured its leadership team as it prepares for the retirement of its longtime chief operating officer Mike Wainwright in March....
...Brookfield has offered to acquire American Equity Investment Life for $4.3bn, making it the latest private capital manager looking to expand in credit investing by adding retirement annuity and life insurance...
...There is a massive retirement income crisis in America that is ripe to be solved.” “We are looking across the board at our core competences....
...Companies’ aggressive promotional strategies have stirred controversy....
...Rather, Anant Bhalla is based in sleepy West Des Moines, Iowa, running a retirement annuities purveyor that is captivating Wall Street’s savviest financiers....
...A top BlackRock executive defended an investing strategy that has plunged UK pension funds into crisis, blaming “turbulence induced by policy decisions” for the disruption....
...Rising yields on UK government bonds this year have forced pension schemes to add collateral to support LDI strategies that include derivatives....
...Life insurers suffer from the same predations of low interest rates and therefore run similar LDI strategies as pension funds....
...The move keeps its board at 13 directors after the retirement of dealmaker Peter Clare in April....
...Highlights Football superagent Rafaela Pimenta is running One Sports Business Strategy without business partner Mino Raiola after his death last year....
...“Our strategy for the better part of a decade is to be a whole portfolio provider and make it easier for financial advisers to build great portfolios,” Small said....
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