Portfolio Construction

Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.

Spreading your investments across asset classes can help to balance risk and return potential, and avoid surprises when market corrections occur.

A look at how some exchange traded fund professionals are analyzing and managing COVID-19 market turbulence and volatility risk.

Insights into how ETF trading volumes and pricing have been affected by COVID-19 market volatility.

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

Actively-managed minimum volatility ETFs can help buffer portfolios from market turbulence without sacrificing performance during more normalized periods.

When it comes to managing volatility risk in portfolios, investors may want to consider a counterintuitive look at how strategies track their index.

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

Risk-mitigating and portfolio diversification ideas to help investors stay invested through market crisis for long-term financial goals.

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

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

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

Short-duration fixed income ETFs have the potential to deliver portfolios risk-managed alpha in down markets.

Natixis and NYSE have filed with the SEC to launch an active non-transparent ETF strategy.

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

Recent regulatory approvals promise new evolutions in the ETF space.

For taxable investors, Opportunity Zone investments offer a potential triple tax advantage: federal capital gains tax deferral, reduction, and exemption.

Initial regulatory approvals for active non-transparent solutions are paving the way for innovations in exchange-traded funds.

As they search for portfolio opportunities, WCM looks at how companies define their objectives, encourage talent, and foster innovation.

Watch this brief introduction to Natixis Portfolio Clarity^®, an institutional-quality portfolio analysis service for financial professionals.

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.

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.

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.

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