Specialized Investment Managers, Diverse Investment ExpertisePortfolio Construction
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.
US Offshore & LatAm Portfolio Barometer Shows Advisors Struggled to Lower Risk
Despite advisors’ efforts, average portfolio risk rose in the second half of 2018 according to the US Offshore & Latin American Advisors Portfolio Barometer.
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.
Aggressive Moves Seen in Latin American & US Offshore Moderate - Risk Portfolios
Allocation shifts to riskier asset classes despite volatility’s return to global markets are examined in Natixis' 1H 2018 Portfolio Barometer.
- February 25, 2019
Natixis Portfolio Clarity® Global Portfolio Barometer
Insights into model portfolios and asset allocation decisions worldwide that seek to explain key drivers in performance differentials.
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
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.
Time to Take an Alternative Route to Fixed Income?
Diversifying away from traditional fixed income may be advantageous in a rising rate landscape, explains Loomis Sayles Strategic Alpha manager.
Taking Advantage of Longer-term Strategic Opportunities Across the Globe
Harris Associates’ Client Portfolio Manager, Daniel Nicholas discusses investing in European businesses, volatility and stock prices, and how their high conviction approach has helped them to capitalise on some stock decisions in their portfolios.
- September 7, 2018
Searching for Income Amid Potential Volatility
In a late-expansion market, a tactical, flexible approach may be key to finding steady portfolio income.
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.
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.
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.
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
Model Portfolio Allocation Trends in US Offshore and Latin America
The US Offshore & Latin American Advisors Portfolio Barometer highlights trends found by analyzing moderate portfolios submitted by financial professionals.
- March 1, 2018