Advantages of High Active Share Strategies
Specialized Investment Managers, Diverse Investment Expertise
Global Homepage Latest Insights
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.
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.
2018 Mid-Term Elections Outlook: Insight Into Issues and Outcomes
How Republicans, Democrats, and the Trump administration are preparing for the 2018 mid-term elections.
- 5 days ago
- Susan R. Olson
- Market Outlook
- Economy
Markets View More
Trump's Business Approach to the Presidency and Politics
Trump's business-like approach to the presidency has changed the face of politics and how the White House operates.
Rethinking Equity Markets and the Value of Volatility
Traditional financial theory might suggest that low-volatility stocks are less rewarding than high-volatility stocks, but this may be misleading.
- May 9, 2018
- Equities
- Volatility
-
Understanding Trade, Tariffs, and Market Volatility
How recent news about tariffs has impacted capital markets and if investors should look past the trade wars.
Portfolio Construction View More
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.
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.
Research View More
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.
How to Talk to Clients about Risk and Return
Talking to clients about how they view investment risk is a critical step in developing a financial plan with a target return.
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.
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
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.
4 Trends Shaping Sustainable Investing and the World
How demographics, environment, technology, and governance trends are creating opportunities for sustainable investing.
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...