Is the Return of Volatility an Opportunity for Active Managers?
Understanding Premium/Discount: More than Meets the Eye
Top Concerns for Professional Fund Buyers in 2018 
How to Talk to Clients about Risk and Return 
Specialized Investment Managers, Diverse Investment Expertise
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Interest Rate Anxiety and the Bond Bear Market Effect
Identifying what a bear market in bonds looks like and how it might effect fixed income investors.
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.
Understanding Premium/Discount: More than Meets the Eye
When considering ETFs, know how premium/discount is calculated - and look at other factors.
Markets View More
Is the Return of Volatility an Opportunity for Active Managers?
In uncertain markets, active managers have an opportunity to react to pricing pressures related to fundamentals and valuations.
Flexibility Is Key When Rates Are on the Rise
Interest rate outlook and the freedom to roam across global fixed income markets are discussed by a multisector manager from Loomis, Sayles & Co.
Considering the Option: How Did Options Writing Strategies Perform in Q1 2018?
A snapshot of an investment strategy’s outcome over a quarter can often mask the way risk and return are realized over the course of a longer time period.
- June 4, 2018
- D. David Jilek
- Equities
- Alternatives
- Volatility
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Portfolio Construction View More
Risky Business: Do Higher-Risk Equities Deliver Higher Returns?
A data-driven look at how low-risk strategies have the potential to provide high returns in equity portfolios.
Fixed Income Opportunity for a Rising Rate Environment
Christopher Harms discusses opportunity for active short duration income in today’s rising interest rate environment.
Analyzing Winning Characteristics of Active Investment Managers
Baseball fan and Harris Associates PM Bill Nygren discusses what to consider when drafting an active manager for your portfolio.
Research View More
Top Concerns for Professional Fund Buyers in 2018
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
Financial Professional Survey: Advice from Both Sides of the Brain
How financial professionals plan to navigate market volatility in 2018 by giving advice from both sides of the brain.
Listen Up: Hearing Investor Needs in the Age of Noise
Financial professionals have an opportunity to do for their clients what financial media and social networks cannot – listen.
Retirement View More
Changing the Climate of Target Date Funds
Learn how ESG-driven target date funds allow plan participants to align their investment strategy with their personal values.
Taxes in Retirement: How Investors Can Prepare
Financial professionals and investors should be aware of the potential impact of taxes on retirement funding.
ESG View More
The Worth of Water Security for Sustainable Companies
Investors may want to pay attention to companies committed to addressing water security challenges and sustainable economic development.
Fiduciary Update: Using ESG Factors in ERISA Plans
The latest DOL bulletin reaffirms that plan sponsors need to evaluate ESG-themed funds using the same due diligence process applied to any other potential plan investment.
Investing for a Better World
The first ESG-driven target date mutual funds - designed to help plan participants invest for the future with purpose.
Wealth Management View More
Tax-Efficient Investing Insights from a Portfolio Management Perspective
Curt Overway, President of Managed Portfolio Advisors, discusses tax-efficient investing and the impact of tax reform on investor portfolios.
Potential Advantages of SMAs for ESG Sustainable Investing
How SMAs could provide customization, rebalancing & efficiency advantages for investors interested in ESG sustainable investing.
4 Tax Strategies for Retirement Distribution Planning
As clients move from the accumulation to the distribution phase of retirement planning, an effective tax strategy can minimize taxes and maximize...