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Ten Investor Risk Considerations for 2020

Esty Dwek, Head of Global Market Strategy for Dynamic Solutions, shares her thoughts on ten investment risk considerations.

Loomis Sayles Investment Outlook – Q1 2020

Macro Strategies Research Analyst Craig Burelle presents his macro views, including US and world growth projections, interest rates, and monetary policy.

  • January 13, 2020
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How ESG Integration Adds Value in the Investment Process

Portfolio Manager Amber Fairbanks discusses ESG integration, impact investing and Mirova’s global sustainable equity investment strategy.

  • January 10, 2020

Markets View More  

Data Privacy Regulation in the US
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Data Privacy Regulation in the US

The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.

US-China Trade War: Gauging Peace Prospects – and Their Potential Market Impact
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US-China Trade War: Gauging Peace Prospects – and Their Potential Market Impact

A look at the politics behind the US-China trade war, the prospects for a peace deal, and how the 2020 election could help shape US trade policy.

What Investors Should Know About Housing Finance Reform
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What Investors Should Know About Housing Finance Reform

A look at the policy challenges and political implications of housing finance reform – and what it could mean for markets and investors.

Portfolio Construction View More  

Building a Suite of Model Portfolios for Clients Building a Suite of Model Portfolios for Clients

Explore the pros and cons of four distinct methods of model portfolio construction: customized, optimized, straight line, and straight line thematic.

ESG Trajectory in the Fund Selection Process ESG Trajectory in the Fund Selection Process

See why identifying funds with positive ESG momentum may be a more effective predictor of future performance than the ESG rating alone.

MVIN Marks 3 Years as a Top-Rated International Equity ETF MVIN Marks 3 Years as a Top-Rated International Equity ETF

The Natixis Seeyond International Minimum Volatility ETF (MVIN) seeks to minimize risk while enhancing portfolio diversification.

Research View More  

Financial Professionals Focus on Human Dynamics in Response to Growing Digital Competition Financial Professionals Focus on Human Dynamics in Response to Growing Digital Competition

The competitive landscape is changing and financial professionals shed light on how they can differentiate themselves in an increasingly digital world.

2020 Institutional Outlook 2020 Institutional Outlook

The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.

2019 Global Insurance Survey
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2019 Global Insurance Survey

Insurers around the world are stuck between a rock and a hard place. Low rates inflate liabilities, but regulation prevents insurers from pursuing alternatives.

ESG View More  

ESG and Sustainable Investing: Uncovering Motivations, Dispelling Myths ESG and Sustainable Investing: Uncovering Motivations, Dispelling Myths

It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.

Taking Action: Sustainable Investing and Higher Education Retirement Plans Taking Action: Sustainable Investing and Higher Education Retirement Plans

How higher education and tax-exempt organizations can answer the call for more sustainable retirement investing practices.

  • December 17, 2019
It’s Just Good Business: Using ESG in the Investment Process
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It’s Just Good Business: Using ESG in the Investment Process

Incorporating sustainability analysis in an investment strategy may help uncover opportunities and avoid potential risks.

  • December 12, 2019

Wealth Management View More  

Intelligent Indexing: A Strategy for Taking On Costly Taxes Intelligent Indexing: A Strategy for Taking On Costly Taxes

Kevin Maeda of Active Index Advisors® on how mitigating the tax costs of investing can help investors keep more of what they earn.

Building Better Models Requires a Consistent Risk Framework Building Better Models Requires a Consistent Risk Framework

Amid interest rate uncertainty and evidence of slowing growth, the most effective model portfolios may be those that prioritize risk management.

Using Factor Analysis to Build Better Portfolios Using Factor Analysis to Build Better Portfolios

Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.

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