With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?
Learn about the committee that provides capital market views and asset allocation guidance for consulting clients and the firm’s tactical model portfolios.
Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.
AlphaSimplex Client Portfolio Manager Peter Martin likens his approach to investment portfolios to his experience coaching youth sports.
Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.
Spreading your investments across asset classes can help to balance risk and return potential, and avoid surprises when market corrections occur.
Persistent cross-asset trends during periods of market stress, crisis alpha and the strategic role of managed futures are explained.
Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.
Portfolio rebalancing may be one of the more underrated aspects of investment management, but it’s a proven technique for pursuing better returns over time.
REITs can improve portfolio risk, return and diversification, but despite being a unique index sector, they are often underrepresented in equity funds.
Explore the pros and cons of four distinct methods of model portfolio construction: customized, optimized, straight line, and straight line thematic.
Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.
From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.
Overview of alternative investment solutions designed for alpha differentiation, volatility management, downside mitigation, and interest rate mitigation.
Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.
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.
Active Share can help identify closet indexers by measuring how similar an active manager’s portfolio is to the benchmark.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.