Portfolio Construction

Mid-Market Private Equity: 2.0

Geographically diverse exposure to mid-market companies can strengthen a private equity portfolio, but achieving global exposure can be challenging.

  • December 2, 2019
ESG Trajectory in the Fund Selection Process

See why identifying funds with positive ESG momentum may be a more effective predictor of future performance than the ESG rating alone.

WCM Targets Global Growth Equity Opportunities with a Focus on Corporate Culture

As they search for portfolio opportunities, WCM looks at how companies define their objectives, encourage talent, and foster innovation.

Using Analytics to Help Advisors Build Better Portfolios
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Using Analytics to Help Advisors Build Better Portfolios

Watch this brief introduction to Natixis Portfolio Clarity®, an institutional-quality portfolio analysis service for financial professionals.

Natixis Portfolio Clarity<sup>®</sup> US Portfolio Trends – Summer Six Pack 2019 Natixis Portfolio Clarity® US Portfolio Trends – Summer Six Pack 2019

Six midyear asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.

Choosing an Optimal Target Date Solution Choosing an Optimal Target Date Solution

Balancing performance, fees, investment processes, and equity allocation parameters is key to evaluating target date fund managers.

Staying Invested While Managing Volatility Risk
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Staying Invested While Managing Volatility Risk

A discussion of strategies available to investors looking to manage volatility risk while taking advantage of growth opportunities that can result from market movements.

Using Factor Analysis to Build Better Portfolios Using Factor Analysis to Build Better Portfolios

Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.

Using Option Strategies to Help Manage Portfolio Volatility
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Using Option Strategies to Help Manage Portfolio Volatility

Learn how option strategies can help manage the volatility of equities and create a smoother ride.

  • May 28, 2019
Focused Growth Approach of WCM Investment Management
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Focused Growth Approach of WCM Investment Management

Members of WCM’s investment team explain why two overlooked elements – moat trajectory and corporate culture – are the keys to uncovering the best long-term, global growth opportunities.

  • May 24, 2019
Short Is the New Long: Managing Risk and Diversification 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.

Low Volatility Equity Investing: The Gateway Strategy
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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.

Matchmaking in Portfolio Construction: What Do Investors Really Want? Matchmaking in Portfolio Construction: What Do Investors Really Want?

Instead of staying invested, many investors opt for strategy speed dating. Is there a better way?

  • April 2, 2019
Options Strategies 101
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Options Strategies 101

Mike Buckius of Gateway Investment Advisers discusses the basics of options-based investment strategies.

  • April 1, 2019
Beta Opportunities: The Evolution of Risk Analysis in Alternative Strategies Beta Opportunities: The Evolution of Risk Analysis in Alternative Strategies

A look at how funds that rely on hedge fund beta have the potential to provide an additional source of return and portfolio diversification.

  • March 11, 2019
Alternative Allocations Tailored to Specific Investment Objectives 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
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From the Summit: Shaping the Future of Active Management
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From the Summit: Shaping the Future of Active Management

Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.

  • December 21, 2018
Asset Allocator’s Guide to Equity Beta-Reducing Strategies Asset Allocator’s Guide to Equity Beta-Reducing Strategies

Equity substitutes, equity complements, and equity diversifiers. All of these strategies may play a role in risk mitigation, but they do so in different ways.

  • November 15, 2018
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The Advisor Experience
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The Advisor Experience

Hear our clients share details about their Natixis Portfolio Clarity® experience and learn about our Comprehensive Portfolio Evaluation.

  • August 16, 2016
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