Portfolio Construction
Investment Idea for Student Debt
Deferred payments and 0% interest on federal student debt from the CARES Act may spell opportunity for investors with monthly loan payments.
COVID-19 in Context: How Does the Pandemic Compare to Past Market Crises?
A look at how trend-following strategies worked to anticipate and contend with the pandemic crisis of early 2020 as compared to previous crisis events.
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?
- June 18, 2020
- Mark J. Cintolo
Carry Trade on Student Loans?
The CARES Act provision deferring payments on federal student loans – and lowering rates to 0% – may offer an opportunity for clients with student debt.
- June 18, 2020
- Gregory V. Kanarian
Getting the Big Picture: Multi-Asset Credit Investing
Multi-asset credit (MAC) investing provides investors the chance to gain exposure to a globally diverse mix in a single portfolio.
Risk Management and the Role of Volatility
Even when investors believe they have diversification, they may not. Taking top-level approaches to volatility can help manage risk.
Natixis Investment Managers Solutions Investment Committee Overview
Learn about the committee that provides capital market views and asset allocation guidance for consulting clients and the firm’s tactical model portfolios.
Managing Volatility Risk in a Post-Pandemic World
A look at how investors can seek to manage volatility risk while staying invested as markets contend with the COVID-19 crisis and its aftermath.
2020 Second-Half ETF Outlook: 3 Trends to Consider
A look at potential trends in the ETF space through 2020, including the possible market implications of COVID-19.
Participation and Protection: Youth Sports and Asset Allocation
AlphaSimplex Client Portfolio Manager Peter Martin likens his approach to investment portfolios to his experience coaching youth sports.
COVID-19 Recovery: Preparing for Volatility Risk
Investors may want to consider elevated volatility risk as they think about positioning portfolios for a COVID-19 market recovery.
Rebalancing Portfolios in Volatile Markets
See why monitoring portfolio allocations for drift, and rebalancing as necessary, has the potential to generate meaningful benefits for clients.
- May 19, 2020
- Curt Overway
Reactivate Your Equity Portfolio
Passive equity indexing may be less advantageous in the wake of a bear market that is increasing dispersion and creating distinct winners and losers.
- May 15, 2020
- Gregory V. Kanarian
Portfolio Defense: Value, Growth, or Neither?
Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.
Diversification Matters: Achieving Better Balance
Spreading your investments across asset classes can help to balance risk and return potential, and avoid surprises when market corrections occur.
Moving Ahead: ETF Specialists Reflect on COVID-19 Markets
A look at how some exchange traded fund professionals are analyzing and managing COVID-19 market turbulence and volatility risk.
Understanding ETF Trading in COVID-19 Markets
Insights into how ETF trading volumes and pricing have been affected by COVID-19 market volatility.
Bond Basics: How Interest Rates Affect Bond Yields
Introduction to bond investing, fixed income funds, and how changing interest rates affect prices and yields.
Global Barometer: How Advisor Portfolios Were Positioned Heading into 2020
See how moderate portfolios varied by geographic region at the end of 2019 in the Natixis Investment Managers Global Portfolio Barometer.
- April 24, 2020
- Natixis Investment Institute
Low Vol Active ETFs: Seeking a Slow and Steady Approach
Actively-managed minimum volatility ETFs can help buffer portfolios from market turbulence without sacrificing performance during more normalized periods.
Why an Unconstrained Approach to Volatility Management Matters
When it comes to managing volatility risk in portfolios, investors may want to consider a counterintuitive look at how strategies track their index.
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.
Managing Volatility: Strategies for Emotional Markets
Risk-mitigating and portfolio diversification ideas to help investors stay invested through market crisis for long-term financial goals.
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.
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.
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.
Finding Risk-Managed Opportunities in Short-Duration Fixed Income
Short-duration fixed income ETFs have the potential to deliver portfolios risk-managed alpha in down markets.
Investing and the Growing Importance of Intellectual Property
Intangible assets like patents account for a growing percentage of company balance sheets and can have a significant impact on business valuations.
- March 18, 2020
- Gregory V. Kanarian
Natixis ETFs and NYSE: Partners in ETF Innovation
Natixis and NYSE have filed with the SEC to launch an active non-transparent ETF strategy.
US Asset Allocation Trends – Spring 2020
Six asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.
- March 9, 2020
- Natixis Investment Institute
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.
2020 Will Be a Watershed Year for Active ETFs
Recent regulatory approvals promise new evolutions in the ETF space.
Institutional Asset Allocation Trends – Spring 2020
Six asset allocation trends derived from in-depth analysis of institutional investment portfolios by Natixis Portfolio Clarity® consultants.
- March 2, 2020
- Natixis Investment Institute
- Mark J. Cintolo
4 Reasons to Rebalance Portfolios
Portfolio rebalancing may be one of the more underrated aspects of investment management, but it’s a proven technique for pursuing better returns over time.
- February 26, 2020
- Gregory V. Kanarian
Why REITs Are a DIY Asset Class
REITs can improve portfolio risk, return and diversification, but despite being a unique index sector, they are often underrepresented in equity funds.
- February 26, 2020
- Gregory V. Kanarian
How to FIRE Up Your Practice: Financial Independence, Retire Early
As the FIRE Movement (Financial Independence, Retire Early) gains traction, it’s creating new opportunities for financial advisors.
- February 24, 2020
- Gregory V. Kanarian
Cash Can Be a Real Drag on Your Portfolio
Before you let cash build up in a portfolio, consider other alternatives to potentially mitigate volatility, manage liquidity, and provide safety.
- February 6, 2020
- Gregory V. Kanarian
Making an Impact in Opportunity Zones
For taxable investors, Opportunity Zone investments offer a potential triple tax advantage: federal capital gains tax deferral, reduction, and exemption.
2020 Could See New Innovations in the Actively Managed ETF Space
Initial regulatory approvals for active non-transparent solutions are paving the way for innovations in exchange-traded funds.
Building a Suite of Model Portfolios for Clients
Explore the pros and cons of four distinct methods of model portfolio construction: customized, optimized, straight line, and straight line thematic.
- December 24, 2019
- Gregory V. Kanarian
ESG Trajectory in the Fund Selection Process
See why identifying funds with positive ESG momentum may be a more effective predictor of future performance than the ESG rating alone.
- November 25, 2019
- Gregory V. Kanarian
5 Ways to Effectively Use Asset Allocation Funds
Learn how asset allocation funds can be used to reduce transaction costs, minimize taxes, and provide steady market exposure during transitions.
- November 11, 2019
- Gregory V. Kanarian
WCM Targets Global Growth Equity Opportunities with a Focus on Corporate Culture
As they search for portfolio opportunities, WCM looks at how companies define their objectives, encourage talent, and foster innovation.
Using Analytics to Help Advisors Build Better Portfolios
Watch this brief introduction to Natixis Portfolio Clarity®, an institutional-quality portfolio analysis service for financial professionals.
Natixis Portfolio Clarity® US Portfolio Trends – Summer Six Pack 2019
Six midyear asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.
- September 4, 2019
- Natixis Investment Institute
Choosing an Optimal Target Date Solution
Balancing performance, fees, investment processes, and equity allocation parameters is key to evaluating target date fund managers.
- August 29, 2019
- Kevin McCullough
Boxing Market Volatility With A Different Fighting Style
Taking the hits and fighting for potential returns – preparing portfolios to contend with equity market volatility.
How to Evaluate Different Types of Exchange-Traded Funds
A look at the similarities and differences between passive, smart beta, and active ETFs.
Mind the Gap: The Hidden Risks of Smart Beta Indexing
Uncovering the potential for manager risk in smart beta indexing approaches.
Understanding ETFs: How They Work
How exchange traded funds (ETFs) work and what they can provide portfolios.
Rainy Day Funds: Making Sense of Short-Term Investment Strategies
Comparing the benefits and risks of three investment vehicles that investors can consider when planning for short-term expenses.
Are You Maximizing Your After-Tax Wealth?
Insight on tax-efficient beta and portfolio construction from a pioneer in index-based, separate account solutions.
Short Is the New Long: Managing Risk and Diversification
Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.
- May 23, 2019
- Kathryn M. Kaminski
Minimum Volatility ETFs: A Best Kept Investment Secret for 2019?
Investors interested in strategies designed to withstand volatile and declining equity markets may want to consider minimum volatility exchange-traded funds.
- March 13, 2019
- Nicholas J. Elward
Alternative Allocations Tailored to Specific Investment Objectives
Overview of alternative investment solutions designed for alpha differentiation, volatility management, downside mitigation, and interest rate mitigation.
- January 23, 2019
From the Summit: Shaping the Future of Active Management
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
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.
Asset Allocator’s Guide to Equity Beta-Reducing Strategies
Equity substitutes, equity complements, and equity diversifiers. All of these strategies may play a role in risk mitigation, but they do so in different ways.
- November 15, 2018
- Brian Kmetz
Measuring Active Management with Active Share
Active Share can help identify closet indexers by measuring how similar an active manager’s portfolio is to the benchmark.
Potential Impact of the Tax Cuts and Jobs Act on Portfolios
A new era of tax policy and cuts is under way, one in which portfolio tax management could be even more important for investors.
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