Portfolio Construction

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

Short-term bond ETFs present an option for investors looking to mitigate interest rate risk in their portfolio.

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.

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

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.

In a late-expansion market, a tactical, flexible approach may be key to finding steady portfolio income.

Investors may want to rethink their approach to small company stock investing in light of regulatory and market changes.

How Natixis Loomis Sayles Short Duration Income ETF may help in a shifting bond market is discussed on the NYSE floor.

How non-correlated assets, like managed futures strategies, could work to help offset volatility and steep price declines.

Loomis Sayles examines how a flexible bank loans strategy may help lessen the impact of rising rates in fixed income portfolios.

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

A look at ETF strategists and the role they play in assisting financial professionals achieve their financial goals.

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

Active strategies’ ability to perform under pressure from rising rates and volatility is examined by three investment managers.

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

A data-driven look at how low-risk strategies have the potential to provide high returns in equity portfolios.

Christopher Harms discusses opportunity for active short duration income in today’s rising interest rate environment.

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

Insight into asset allocation trends and top performing model portfolios based on a 2017 global study of investment performance.

A closer look at how shares in exchange-traded funds are bought and sold.

Discussing ways to mitigate the potential effects of rising interest rates on fixed income portfolios.

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

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

Geographically diversified portfolios may still be the best way to manage risk and generate income from municipal bonds.

Three veteran portfolio managers explore the advantages of high active share and putting distance between the benchmark and portfolios.

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

A new era of tax policy and cuts is under way, one in which portfolio tax management could be even more important for investors.

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

A look at the current state of the ETF landscape and innovation in fixed income exchange-traded funds.

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