Portfolio Construction

Taking the hits and fighting for potential returns – preparing portfolios to contend with equity market volatility.

A look at the similarities and differences between passive, smart beta, and active ETFs.

Uncovering the potential for manager risk in smart beta indexing approaches.

How exchange traded funds (ETFs) work and what they can provide portfolios.

As an active international minimum volatility ETF, Seeyond’s MVIN could help prepare your portfolio for the next market cycle.

Transaction costs for exchange-traded funds include the spread. Here’s how this figure is defined and calculated.

Comparing the benefits and risks of three investment vehicles that investors can consider when planning for short-term expenses.

How selecting smart beta strategies with active oversight and implementation in volatile markets may help manage risk.

A look at the current state of the exchange-traded fund market and evolutions in fixed-income exchange-traded funds

When considering ETFs, know how premium/discount is calculated — and look at other factors

Evidence suggests that investors are not rational actors and may need help managing their emotions in volatile markets.

A discussion of strategies available to investors looking to manage volatility risk while taking advantage of growth opportunities that can result from market movements.

Insight on tax-efficient beta and portfolio construction from a pioneer in index-based, separate account solutions.

Learn how option strategies can help manage the volatility of equities and create a smoother ride.

Members of WCM’s investment team explain why two overlooked elements – moat trajectory and corporate culture – are the keys to uncovering the best long-term, global growth opportunities.

Insights into model portfolios and asset allocation decisions worldwide that seek to explain key drivers in performance differentials.

With more than 40 years of experience using index options to manage equity risk, Gateway Investment Advisers offers unique insights on market volatility.

Instead of staying invested, many investors opt for strategy speed dating. Is there a better way?

Mike Buckius of Gateway Investment Advisers discusses the basics of options-based investment strategies.

A look at how funds that rely on hedge fund beta have the potential to provide an additional source of return and portfolio diversification.

Thinking about taxes only once a year or only in down markets may be an outmoded approach to tax management.

Portfolio Managers Tony Coniaris and Eric Liu discuss how they apply their analyst-driven investment process, concentrated portfolios and a focus on intrinsic value to global strategies.

Different methods of portfolio construction are available to investors looking to manage risk and maintain diversification.

Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.

Loomis Sayles Global Allocation Fund’s veteran management team discuss the importance of their go-anywhere, best-ideas approach and continuous collaboration, along with where the value is today.

AlphaSimplex Portfolio Manager David Kuenzi presents a model for risk premia strategies, with a focus on adaptive approaches to markets.

Everyone wants to improve the ability of Americans to save for retirement – but the work of reform is challenging. Paul Richmond of the Insured Retirement Institute provides an update.

Portfolio manager Dennis Alff discusses how the strategy continues to seek consistent value for investors.

Learn how the strategy used to managed ASG Global Alternatives Fund seeks to manage risk, add diversification, and adapt to changing markets.

Learn how a mutual fund designed to help individual investors gain access to the risk/return characteristics of hedge funds got its start.

Diversifying away from traditional fixed income may be advantageous in a rising rate landscape, explains Loomis Sayles Strategic Alpha manager.

Minimum volatility strategies have the potential to reduce the negative effects of market movements on portfolios.

Active Share can help identify closet indexers by measuring how similar an active manager’s portfolio is to the benchmark.

An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.

Baseball fan and Harris Associates PM Bill Nygren discusses what to consider when drafting an active manager for your portfolio.

Forming a more complete understanding of volatility and the ways it can be managed

Using an outcome-oriented investment strategy to develop actionable portfolios focused on financial goals.

Explore ESG-driven target date funds allowing plan participants to align their investments with positive environmental, social, and governance practices.