This site uses cookies as described in our Cookie Policy. Please review it here before proceeding, as you are consenting to our use of cookies if you continue to browse the site.
The Advisor's Role as "Chief Financial Officer" in Client Retirement
Actively Connecting Sustainability to Opportunity
Flexibility Fixed Income is Key When Rates Are on the Rise
Specialized Investment Managers, Diverse Investment ExpertisePortfolio Construction
The Long and Short of How Managed Futures Work
How non-correlated assets, like managed futures strategies, could work to help offset volatility and steep price declines.
The Benefits of Senior Loans in a Portfolio
A discussion with John Bell and Cheryl Stober of Loomis, Sayles & Company
- June 29, 2018
- Fixed Income
- Diversification
Measuring Active Management with Active Share
Active Share can help identify closet indexers by measuring how similar an active manager’s portfolio is to the benchmark.
“Covenant-Lite” Loans: Credit Quality Is Still the Dominant Factor
A covenant-lite loan will typically have many covenants, positive, negative and possibly incurrence, but will lack even a single maintenance financial covenant.
Protecting Portfolios: An Active Management Approach to Markets
An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.
Bank Loans: Looking Beyond Interest Rate Expectations
Learn how bank loans may be a compelling addition to fixed income portfolios over the long term.
- June 19, 2018
- Fixed Income
- Diversification
- Interest Rates
US and Latin America/US Offshore Outpace Peers for 2017 Performance
Insight into asset allocation trends and top performing model portfolios based on a 2017 global study of investment performance.
Natixis Portfolio Clarity® Global Portfolio Barometer Review of 2017
Natixis Investment Managers’ annual Global Portfolio Barometer offers insights into model portfolios and asset allocation decisions from across the world.
- March 6, 2018
- Research Findings
Cruise Control or Four-Wheel Drive: Comparing Different Kinds of Smart Beta
A look at the potential benefits and risks of a range of factor-based investing strategies.
Not Your Father’s Index: Understanding Smart Beta Strategies
Not all smart beta strategies are built the same – some utilize a passive index-based approach while others are actively managed.
The Advisor's Role as "Chief Financial Officer" in Client Retirement
Retirement planning, liability matching, expense forecasting and the advisor's role as a client's chief financial officer.