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.
Intangible assets like patents account for a growing percentage of company balance sheets and can have a significant impact on business valuations.
The ETF strategy seeks to help cushion portfolios from the type of market volatility that occurred as a result of COVID-19 concerns.
Natixis and NYSE have filed with the SEC to launch an active non-transparent ETF strategy.
Six asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.
Recent regulatory approvals promise new evolutions in the ETF space.
Six asset allocation trends derived from in-depth analysis of institutional investment portfolios by Natixis Portfolio Clarity® consultants.
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.
REITs can improve portfolio risk, return and diversification, but despite being a unique index sector, they are often underrepresented in equity funds.
As the FIRE Movement (Financial Independence, Retire Early) gains traction, it’s creating new opportunities for financial advisors.
Before you let cash build up in a portfolio, consider other alternatives to potentially mitigate volatility, manage liquidity, and provide safety.
The Natixis Seeyond International Minimum Volatility ETF (MVIN) seeks to minimize risk while enhancing portfolio diversification.
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.
Explore the pros and cons of four distinct methods of model portfolio construction: customized, optimized, straight line, and straight line thematic.
See why identifying funds with positive ESG momentum may be a more effective predictor of future performance than the ESG rating alone.
Learn how asset allocation funds can be used to reduce transaction costs, minimize taxes, and provide steady market exposure during transitions.
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.
Six midyear asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.
Balancing performance, fees, investment processes, and equity allocation parameters is key to evaluating target date fund managers.
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.
Members of WCM’s investment team explain why two overlooked elements – moat trajectory and corporate culture – are the keys to uncovering the best long-term, global growth opportunities.
Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.
With more than 40 years of experience using index options to manage equity risk, Gateway Investment Advisers offers unique insights on market volatility.
Investors interested in strategies designed to withstand volatile and declining equity markets may want to consider minimum volatility exchange-traded funds.
Thinking about taxes only once a year or only in down markets may be an outmoded approach to tax management.
Overview of alternative investment solutions designed for alpha differentiation, volatility management, downside mitigation, and interest rate mitigation.
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.
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.
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.
Explore ESG-driven target date funds allowing plan participants to align their investments with positive environmental, social, and governance practices.