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.

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Managing for Value: Finding Investment Opportunities in Today’s Markets

Portfolio Managers Tony Coniaris and Eric Liu discuss how they apply their analyst-driven investment process, concentrated portfolios and a focus on intrinsic value to global strategies.

  • February 7, 2019
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
Preparing for All Markets: How a Building Block Approach Can Help

Different methods of portfolio construction are available to investors looking to manage risk and maintain diversification.

A Framework for Optimizing Multiple Wealth Management Goals

The author presents a framework and case study for optimizing multiple investment goals based on their order of importance to an investor.

Building a Suite of Model Portfolios for Clients

Explore the pros and cons of four distinct methods of model portfolio construction: customized, optimized, straight line, and straight line thematic.

  • January 3, 2019
Multi-Asset Income: Sustainable Income Focused on Quality and GRIT

Loomis Sayles’ Multi-Asset Income Team explain why quality of income matters and other steps they take to maximize risk-adjusted returns.

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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
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US Asset Allocation Trends – Summer 2018

The synchronized global equity rally may be winding down, and moderate model portfolios were lucky to eke out modest gains in the first half of 2018.

  • October 17, 2018
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Understanding the ASG Global Alternatives Strategy Fund

Learn how the strategy used to managed ASG Global Alternatives Fund seeks to manage risk, add diversification, and adapt to changing markets.

  • October 8, 2018
10-Year Retrospective: ASG Global Alternatives Fund

Learn how a mutual fund designed to help individual investors gain access to the risk/return characteristics of hedge funds got its start.

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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.

  • June 28, 2018
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.