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Portfolio Construction
Institutional Investment Trends During the COVID Market
Six institutional asset allocation and investment trends derived from data analyzed by Natixis Portfolio Clarity® consultants.
- October 22, 2020
- Mark J. Cintolo
Asset Allocation Trends During the COVID Market
Six asset allocation trends derived from in-depth analysis of investment portfolios by Natixis Portfolio Clarity® consultants.
- October 13, 2020
- Mark J. Cintolo
The Economy Is Not the Stock Market – by the Numbers
Five key reasons that help explain why the US economy and the US stock market often do not move in tandem.
Equity Diversification for the Next Selloff
With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?
- June 18, 2020
- Mark J. Cintolo
Direct Indexing Solutions for Tax-Efficient Diversification
Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.
Generate Better After-Tax Returns with Direct Indexing
Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.
Tax-Efficient Portfolio Transitions Using Direct Indexing
Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.
Risk Variation in Trend-Following Systems
Research from AlphaSimplex reviewing methodologies for determining risk exposures in trend-following systems and their impact on results.
- March 10, 2020
- Kathryn M. Kaminski
US Asset Allocation Trends – Spring 2020
Six asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.
- March 9, 2020
Institutional Asset Allocation Trends – Spring 2020
Six asset allocation trends derived from in-depth analysis of institutional investment portfolios by Natixis Portfolio Clarity® consultants.
- March 2, 2020
- Mark J. Cintolo
Finding Value in Lower Middle Market Private Equity
Nitin Gupta of Flexstone Partners discusses the benefits of focusing on the smaller companies in the global private equity markets.
2020 Could See New Innovations in the Actively Managed ETF Space
Initial regulatory approvals for active non-transparent solutions are paving the way for innovations in exchange-traded funds.
Using Option Strategies to Help Manage Portfolio Volatility
Learn how option strategies can help manage the volatility of equities and create a smoother ride.
Short Is the New Long: Managing Risk and Diversification
Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.
- May 23, 2019
- Kathryn M. Kaminski
Low Volatility Equity Investing: The Gateway Strategy
With more than 40 years of experience using index options to manage equity risk, Gateway Investment Advisers offers unique insights on market volatility.
Alternative Allocations Tailored to Specific Investment Objectives
Overview of alternative investment solutions designed for alpha differentiation, volatility management, downside mitigation, and interest rate mitigation.
- January 23, 2019