Is the Return of Volatility an Opportunity for Active Managers?
Understanding Premium/Discount: More than Meets the Eye
Flexibility Fixed Income is Key When Rates Are on the Rise
Specialized Investment Managers, Diverse Investment Expertise
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The Long and Short of How Managed Futures Work
How non-correlated assets, like managed futures strategies, could work to help offset volatility and steep price declines.
Considering Bank Loans in a Rising Rates Environment
Loomis Sayles examines how a flexible bank loans strategy may help lessen the impact of rising rates in fixed income portfolios.
Boxing Market Volatility With A Different Fighting Style
Taking the hits and fighting for potential returns – preparing portfolios to contend with equity market volatility.
Markets View More
What to Expect from Minimum Volatility Strategies in Today’s Markets
With volatility levels returning to normal, how do minimum volatility strategies contend with today’s turbulent markets?
Managing Fixed Income Allocations in a Rising Rate Environment
Research suggests some fixed income allocations may need to be readjusted to align with a rising interest rate environment.
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.
Portfolio Construction View More
The Role of ETF Strategists: What They Do and How They Can Help
A look at ETF strategists and the role they play in assisting financial professionals achieve their financial goals.
3 Tips for Trading Exchange-Traded Funds (ETFs)
Trading ETFs can involve considerations that differ from those when trading individual securities.
- July 2, 2018
- Brett Olsen
- ETFs
- Practice Management
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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.
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
Sustainable Finance May be Key to Solving Global Issues
Mirova’s CEO explains the financial industry’s major role in the future growth of a sustainable global economy.
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.
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...