Vanguard Group of Valley Forge, Pa., is expanding its active fixed-income product offerings with the addition of the company’s new Global Credit Bond Fund. Vanguard’s newest product rollout provides investors with diversified exposure to the U.S. and international investment-grade credit markets.

The fund comprises investment-grade securities in U.S.-dollar-denominated and non-U.S.-dollar-denominated corporate and non-corporate investment-grade securities, with the latter including developed and emerging markets. The majority of the non-U.S. dollar portfolio is hedged to the U.S. dollar to preserve the fund’s credit focus.

Daniel Shaykevich and Samuel C. Martinez are the fund’s portfolio managers.

The Global Credit Bond Fund complements the company’s existing suite of 25 actively managed fixed-income funds.

TCA By E*TRADE Debuts New Aggregation Tool For Advisors

TCA by E*TRADE is making it easier for advisors to service their clients with the launch of CompleteView, a new account aggregation tool. CompleteView gathers data across a client’s financial accounts, including custodial accounts. CompleteView delivers a comprehensive picture of a client’s finances, greatly assisting advisors in tailoring their guidance to their clients’ needs. Clients can more easily monitor their own account in order to make more informed financial decisions.

The new aggregation tool is accessible through TCA by E*TRADE’s Liberty platform. The Liberty platform gives advisors and their clients access to on-demand financial information through a single online interface.

280 CapMarkets Adds Corporate Bonds to BondNav Platform

280 CapMarkets will now offer corporate bonds on BondNav, its fixed-income trading and price discovery platform. Headquartered in San Francisco, with offices in New York; Seattle; Chicago; and Santa Monica, Calif., 280 CapMarkets provides a modern way for investment advisors to access, search, evaluate and trade a broad universe of bonds through its cloud-based platform, BondNav. This technology provides greater clarity into bond pricing and availability. It gives advisors visibility into a full range of bond offerings by issuer or series, along with historical trading data, so they can confidently select the right bonds for their client at the right price.

The expanded taxable offering on BondNav, which includes investment-grade and high-yield corporate debt, is backed by the company’s team of fixed-income specialists, who bring decades of experience in trading all taxable products.

Nuveen Goes Green With Addition Of Two Responsible Investing Funds

Nuveen, based in Chicago, has expanded its portfolio of responsible investment offerings by adding two actively managed fixed-income mutual funds. The Green Bond Fund and Short Duration Impact Bond Fund offer investors the dual benefit of delivering competitive financial returns while promoting positive environmental, social and governmental outcomes.

The Green Bond fund is designed to deliver competitive long-term, risk-adjusted investment returns against its benchmark, the Bloomberg Barclays MSCI U.S. Green Bond Index. Investments primarily include securities issued by sovereign and local governments, corporations, securitized bonds and multinational agencies, with an emphasis on renewable energy, climate change and natural resources. 

The Short Duration Impact Bond Fund has an average maturity of three and a half years. It will appeal to investors seeking a shorter time frame or to retirees in a drawdown phase. The fund’s benchmark is the Bloomberg Barclays U.S. 1-3 Year Government Credit Bond Index.

The funds further diversify Nuveen’s existing suite of responsible investing-focused mutual funds.

Strategic Philanthropy Releases Fifth Edition Of Charitable Planning Guide

After seven years and four successful editions of its Charitable Planning Desk Reference for Advisors (CPDR), Strategic Philanthropy of Chicago has released its fifth edition of the popular guide.

The latest edition of CPDR is the result of significant shifts in demographics, wealth accumulation and technology, which have affected the practice and financing of charitable giving. A new demographic of high-net-worth clients has emerged, consisting predominantly of women and millennials. They are increasingly seeking the advice and counsel of their financial advisor before making a charitable gift, rather than donating outright to private foundations.

The fifth edition of the desk reference provides advisors with a comprehensive, up-to-date reference tool that meets the needs of women and millennials seeking to make a difference in an increasingly global economy through their generous charitable donations. It’s available in both print and digital format.