Markets View More
How potential decreases in market liquidity and demographic changes may create challenges for passive investing.
In uncertain markets, bullish and bearish soundbites abound in equal measure. David Lafferty offers his thoughts on making sense of the conflicting signals.
A look at recent market turbulence and what equity volatility could mean for portfolios
Portfolio Construction View More
Three veteran portfolio managers explore the advantages of high active share and putting distance between the benchmark and portfolios.
A closer look at how shares in exchange-traded funds are bought and sold.
Natixis Investment Managers’ annual Global Portfolio Barometer offers insights into model portfolios and asset allocation decisions from across the world.
Research View More
To help clients meet their goals, financial professionals need to make the benefits of active and passive strategies clear.
Investor motivations, perceptions, and knowledge gaps that may influence the state of California’s green bond market.
Three ways institutional investors are preparing for a market shift—and how they plan to balance risk management with investment return.
Retirement View More
Veteran retirement experts discuss trends in target date fund structures, asset allocation, and values-based risk management strategies for participant success.
Discussing the changing dynamics and challenges facing tomorrow’s retirees.
Financial professionals and investors should be aware of the potential impact of taxes on retirement funding.
While ESG strategies may seem to have little in common with alternative strategies, a closer look at each reveals that they share some similarities.
Learn why funds that consider ESG (environmental, social, governance) factors are gaining traction with retirement plan sponsors and participants.
While renewable energy is an important component of green business, the scope of companies working to address sustainability challenges is expansive.
Wealth Management View More
Rebalancing considerations include frequency, drift band width and how far back toward the target allocation to rebalance.
How SMAs could provide customization, rebalancing & efficiency advantages for investors interested in ESG sustainable investing.
Financial professionals who offer distinctive, individualized strategies may be better positioned to succeed