Investment Committee Overview

Learn about the investment committee that provides capital market views and asset allocation guidance for consulting clients and tactical model portfolios.

  • October 11, 2022
What’s in Your Index: Value vs. Growth

As company fundamentals and security valuations change, so do their factor profiles – and their membership and weights in growth and value indices.

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Value Investing Insight with Oakmark Fund Portfolio Managers

Oakmark’s distinct approach to value investing and how it ignores short-term noise to deliver long-term results is explained.

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From the Consultants’ Desk: Investment Portfolio Construction Trends at Midyear

US equity exceptionalism sentiment, value, shorter durations, and unicorns are among the asset allocation trends explored.

5 Midyear Trends in Model Investment Portfolios – Summer 2022

As correlations and inflation spiked in the first half of 2022, the best performing investment portfolios held inflation-protection assets, alternatives – and cash.

Student Loan Carry Trade – I Bond Update

The pause in student loan payment requirements in March 2020 created a unique investment opportunity for borrowers who wanted to put their savings to work.

3 Questions to Ask About Short Duration Bond Strategies

Discover 3 questions to ask regarding short duration bond strategies and learn how this approach may alleviate rising interest rate concerns.

  • August 3, 2022
Is This a Good Time to Consider Corporate Bonds?

With yields recently hitting 13-year highs and recession fears growing, are there opportunities in investment grade corporate bonds?

Institutional Investing Trends Observed at Midyear 2022

Amid the failed diversification of disappointing returns from both stocks and bonds, there are some bright spots in institutional investing trends.

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From the Consultants’ Desk: Quantitative Tightening & Bonds

If the Federal Reserve is no longer buying bonds, what happens to bond prices?

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Bottoms Up: Finding Sustainable Growth in a Global Value Chain

Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.

  • June 28, 2022
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Using Option Strategies to Help Manage Portfolio Volatility

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

  • June 9, 2022
Are Stocks a Better Value Than Bonds?

Analysis of whether the equity market selloff has improved stock valuations relative to bonds.

Investing in Bank Loans: Beyond Interest Rate Expectations

How investing in bank loans may do more than protect portfolios against rising rates is explored by Loomis Sayles’ Bank Loan team.

  • June 1, 2022
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From the Consultants' Desk: Allocations in Volatile Markets

How inflation, volatile markets, recession fears, and ongoing uncertainty are affecting allocation decisions in financial advisors’ portfolios.

Diversification? The Last Free Lunch is Getting Leaner

500 names in an index isn’t offering broad diversification today. That’s why maintaining factor diversification is key to Vaughan Nelson’s Select approach.

  • May 19, 2022
Pricing ETFs: How Premium/Discount is Calculated

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

Bond Basics: How Interest Rates Affect Bond Yields

Introduction to bond investing, fixed income funds, and how changing interest rates affect prices and yields.

  • April 18, 2022
Inflation Protection: An Equity-Centric View

Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.

Three Reasons to Stay Invested in Volatile Times

Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.

  • April 11, 2022
5 Allocation Trends in Model Portfolios – Winter 2022

Allocations in advisors’ moderate models reflect disenchantment with growth stocks and growing concern about rising rates and inflation.

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.

Concentration and Active Management Distinguish US Equity ETF

Q&A with Scott Weber, Co-Portfolio Manager of the Natixis Vaughan Nelson Select ETF (VNSE).

Fixed Income ETFs: Unique Premium/Discounts Explained

Understanding the potential price fluctuations unique to fixed income ETFs due to both structural and technical factors.

EQOP – Another First for Natixis

EQOP combines two actively managed equity sleeves into one ETF portfolio, paving the way for others of its type.

Institutional Investment Trends Observed for 2H2021

Strong returns, higher inflation, and lots of dry powder entering 2022.

Sharpe-Weighting: An Alternative Portfolio Construction Technique

Weighting portfolio assets based on their Sharpe ratios may be a good alternative to mean-variance optimization to help optimize risk efficiency.

Portfolio Rebalancing in Uncertain Times

Periodic rebalancing is necessary to maintain an investor’s target risk profile, but it’s important to understand the costs and benefits.

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Equity Diversification for the Next Selloff

With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?

Choosing an Optimal Target Date Solution

Balancing performance, fees, investment processes, and equity allocation parameters is key to evaluating target date fund managers.

Is the 60% Stocks / 40% Bonds Portfolio Really Dead?

With interest rates more likely to rise than fall, investors may want to revisit their bond allocations with an eye toward risk.

Valuations and Fundamentals: A Historical Perspective

While P/E ratios are still close to their historic highs, equities remain attractive when adjusting for interest rates and a different fundamental backdrop.

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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Generate Better After-Tax Returns with Direct Indexing

Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.

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CE Credit: Deep Dive into Model Portfolio Construction

Overviews the range of model portfolio construction methodologies with a focus on their strengths and weaknesses.

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Vaughan Nelson Select: Why, How, What

Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.

  • May 14, 2021
A Client-Centric View of Managed Models

Ways clients benefit from managed models, and how best to communicate to clients why you made the shift, are outlined by Gregory V. Kanarian, CFA®.

5 Investment Trends in US Advisor Portfolios – Spring 2021

Recent trends show increasing growth style bias, higher emerging market allocations and focus on quality fixed income holdings in moderate portfolios.

Five Institutional Investment Trends to Watch

Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.

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Direct Indexing Solutions for Tax-Efficient Diversification

Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.

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Tax-Efficient Portfolio Transitions Using Direct Indexing

Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.

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Create Customized Portfolios Using Direct Indexing

See how index portfolios can be customized for ESG (environmental, social, and governance) or strategic investment goals using active screening techniques.



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