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US Asset Allocation Trends: Three Reasons to Consider Active and Passive Strategies

Key findings on asset allocation and performance trends, based on in-depth analysis of moderate model portfolios.

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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.

What’s Your Game Plan For Managing Market Volatility?

Experts share their views on volatility levels, global macro risks, and non-traditional routes for managing volatility.

SALT Shake-up: Muni Bonds After Tax Reform

Geographically diversified portfolios may still be the best way to manage risk and generate income from municipal bonds.

Advantages of High Active Share Strategies

Three veteran portfolio managers explore the advantages of high active share and putting distance between the benchmark and portfolios.

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.

Institutions Are Doubling Down on Risk in Search of Returns

Learn about the solutions institutional investors are implementing as they deal with risk and a low yield environment.

Implementing a Systematic Rebalancing Program Can Pay Dividends

Asset allocation possesses the potential to help investors manage risk adjusted return. However, portfolio adjustments should not be considered...

Driven to Create a Smoother Ride: Active ETFs

Active ETF strategies have an increased ability to navigate potentially volatile markets.

Actively Managed ETFs: The Evolution of Exchange-Traded Funds

The landscape of ETFs has changed dramatically. Explore the innovative role actively managed ETFs now play.

Objective-Focused Alternative Solutions

Gain insights on new ways to use alternatives in portfolio construction.