For taxable investors, Opportunity Zone investments offer a potential triple tax advantage: federal capital gains tax deferral, reduction, and exemption.
Explore the pros and cons of four distinct methods of model portfolio construction: customized, optimized, straight line, and straight line thematic.
See why identifying funds with positive ESG momentum may be a more effective predictor of future performance than the ESG rating alone.
Learn how asset allocation funds can be used to reduce transaction costs, minimize taxes, and provide steady market exposure during transitions.
A lack of consensus on the investment outlook for 2020 may argue for a more nimble approach to portfolio construction and rebalancing in the new year.
Amid interest rate uncertainty and evidence of slowing growth, the most effective model portfolios may be those that prioritize risk management.
Analysis of key asset allocation trends derived from in-depth analysis of institutional investment portfolios by Natixis Portfolio Clarity® consultants.
Watch this brief introduction to Natixis Portfolio Clarity®, an institutional-quality portfolio analysis service for financial professionals.
Six midyear asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.
Balancing performance, fees, investment processes, and equity allocation parameters is key to evaluating target date fund managers.
An analysis of recent market volatility and how US-China trade turmoil may continue to affect markets and investors in the near term.
Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.
A change in the way the Fed considers interest rate policy has the potential to be very important for both markets, investors, and portfolios.
Amid interest rate uncertainty, Porfolio Strategist Jack Janasiewicz provides some insights for investors looking to reposition their fixed income allocations.
Overview of alternative investment solutions designed for alpha differentiation, volatility management, downside mitigation, and interest rate mitigation.
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.