A covenant-lite loan will typically have many covenants, positive, negative and possibly incurrence, but will lack even a single maintenance financial covenant.
An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.
Learn how bank loans may be a compelling addition to fixed income portfolios over the long term.
Insight into asset allocation trends and top performing model portfolios based on a 2017 global study of investment performance.
Natixis Investment Managers’ annual Global Portfolio Barometer offers insights into model portfolios and asset allocation decisions from across the world.
A look at the potential benefits and risks of a range of factor-based investing strategies.
Not all smart beta strategies are built the same – some utilize a passive index-based approach while others are actively managed.
Retirement planning, liability matching, expense forecasting and the advisor's role as a client's chief financial officer.