Portfolio Construction

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.

Short-term bond ETFs may present an option for fixed income investors looking to mitigate the effects of rising rates.

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 look at the parallels between women’s investment preferences and some alternative investment strategies

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

A look at how to evaluate the similarities and differences between passive strategies, smart beta, and active exchange-traded funds.

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.

Investment ideas to potentially reduce volatility and to help manage fixed income risk late in the business cycle.

How selecting smart beta strategies with active oversight and implementation in volatile markets may help manage risk.

Uncovering the potential for manager risk in smart beta indexing approaches.

A look at the potential benefits and risks of a range of factor-based investing strategies.

Not all smart beta strategies are built the same – some utilize a passive index-based approach while others are actively managed.

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

When considering Passive and Active ETFs, it is important to understand the potential upside and downside of each approach.

A look at some potential developments to watch for in exchange-traded funds in the coming year.

Asset allocation possesses the potential to help investors manage risk adjusted return. However, portfolio adjustments should not be considered...

The landscape of ETFs has changed dramatically. Explore the innovative role actively managed ETFs now play.

Four scenarios to be mindful of when changing portfolio positions

SVP Al Barabro discusses what makes clients feel unprepared and what financial professionals can do to help them.

Talking with clients about alternatives can be challenging, but low yields in the fixed income space and upticks in volatility have increased the...