Drawing on a decade of 401(k) plan data, this analysis examines the changing composition of core menu allocations.

The “right” safe starting withdrawal rate is a moving target, depending on equity valuations, bond yields, prospects for inflation, and a retiree’s own life expectancy and asset allocation, among ...

CI Global Asset Management(“CI GAM”) today launched the CI Asset Allocation+ ETF Funds (the “Funds”), a suite of low-cost, diversified portfolios with the “plus” of an allocation to non-traditional ...

Invesco Global Allocation Fund outperformed its benchmark in Q4 2025 by shifting to a recovery regime. Read the full analysis for more details.

Bloomberg Indices has launched the Bloomberg US Total Fixed Income Market Index (Ticker: TOTALFI), a market-value weighted benchmark that aims to track the full investable US fixed income universe.