Thinking about taxes only once a year or only in down markets may be an outmoded approach to tax management.
Insights into model portfolios and asset allocation decisions worldwide that seek to explain key drivers in performance differentials.
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.
Overview of alternative investment solutions designed for alpha differentiation, volatility management, downside mitigation, and interest rate mitigation.
Different methods of portfolio construction are available to investors looking to manage risk and maintain diversification.
Analysis of factors contributing to projected pension shortfalls and strategies for addressing the problem while lowering overall portfolio risk.
Explore the pros and cons of four distinct methods of model portfolio construction: customized, optimized, straight line, and straight line thematic.
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.
Learn about the Natixis Portfolio Clarity® suite of model portfolios, designed to address four distinct asset allocation objectives.
The synchronized global equity rally may be winding down, and moderate model portfolios were lucky to eke out modest gains in the first half of 2018.
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.
An AlphaSimplex Group client portfolio manager discusses why he believes it is better to focus on long-term investment risks rather than short-term returns.
Investors may want to rethink their approach to small company stock investing in light of regulatory and market changes.
Key findings on asset allocation and performance trends, based on in-depth analysis of moderate model portfolios.
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.
Trading ETFs can involve considerations that differ from those when trading individual securities.
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.
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.
Equity returns hit new highs in 2017, but which model portfolios had the best performance?
Geographically diversified portfolios may still be the best way to manage risk and generate income from municipal bonds.
Natixis Investment Managers’ annual Global Portfolio Barometer offers insights into model portfolios and asset allocation decisions from across the world.
Forming a more complete understanding of volatility and the ways it can be managed
Explore ESG-driven target date funds allowing plan participants to align their investments with positive environmental, social, and governance practices.
Hear our clients share details about their Natixis Portfolio Clarity® experience and learn about our Comprehensive Portfolio Evaluation.