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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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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.

  • 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.

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.

  • April 18, 2018
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.

  • April 2, 2018
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.

  • March 13, 2018
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.

  • May 3, 2017