Portfolio Construction

Liquidity? Diversification? Income? Portfolio consultants discuss a goals-based approach to align the fixed income allocation with investor objectives.

Learn about the investment committee that provides capital market views and asset allocation guidance for consulting clients and tactical model portfolios.

How pursuing certain undervalued companies and incorporating factor analysis makes a difference is explained by Vaughan Nelson portfolio managers.

Portfolio consultants discuss inflation, interest rates and current bond yields, with a focus on the drivers that could push yields lower or higher.

Three wealth management ideas for getting your financial (rubber) ducks in a row before the sleepless nights begin.

Head of Loomis Sayles’ Growth Equity Strategies explains why staying focused on a company’s long-term outlook is essential during market volatility.

Oakmark’s distinct approach to value investing and how it ignores short-term noise to deliver long-term results is explained.

Kevin Maeda explains how process is a key differentiator between direct index providers, particularly for clients diversifying concentrated stock positions.

Portfolio consultants explain how they align equity investments with their current economic outlook using a growth/cyclical barbell strategy.

High conviction, deep analysis, and concentrated portfolio construction could mean better returns with actively managed ETFs.

If you’re keeping your investment money in cash, you’re likely missing out. See three reasons why it may be time to get back into the stock market.

Want companies with fast-growing earnings, agility, sales growth, and access to capital in your stock portfolio? Don’t forget mid-caps.

Loomis, Sayles & Company’s Cheryl Stober suggests digging deeper when evaluating the vulnerability of companies with loan-only capital structures.

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

Stocks and bonds stopped moving in tandem in early December – and that favors duration for bond investors.

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

Wondering why ETFs are an attractive tax-efficient investment option? Learn more from a Natixis ETF specialist.

Analysis that combines inflation and growth cycle trends may provide a more nuanced way to understand stock market drivers.

A look at ETF strategists and the role they play in assisting financial professionals to achieve their financial goals.

Transaction costs for exchange-traded funds (ETFs) are inclusive of a bid/ask spread. Here’s how this figure is defined and its impact for investors.

Learn how advisors have adjusted their financial portfolio allocations in response to higher inflation and difficult market conditions.

While inflation has surged to 40-year highs, our analysis shows that advisors have been hesitant to allocate to sectors known for inflation resiliency.

US equity exceptionalism sentiment, value, shorter durations, and unicorns are among the asset allocation trends explored.

Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.

Learn how option strategies can help manage the volatility of equities and create a smoother ride.

When considering ETFs, know how premium/discount is calculated – and look at other factors.

Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.

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

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

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

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