Portfolio Construction

Transaction costs for exchange-traded funds include the spread. Here’s how this figure is defined and calculated.

Deferred payments and 0% interest on federal student debt from the CARES Act may spell opportunity for investors with monthly loan payments.

PM Mike Tian of WCM Investment Management discusses how some businesses are adapting to a changed business environment as a result of Covid-19.

Understanding the potential price fluctuations unique to fixed income ETFs due to both structural and technical factors.

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

The Natixis Loomis Sayles Short Duration Fixed Income ETF takes a risk-focused approach to bond opportunities.

In the fixed income space, the early market effects of the Covid-19 crisis can serve as reminders of the importance of risk management.

Steps taken to pursue sustainable alpha generation are explained by Loomis Sayles Growth Equity Strategies CEO and portfolio manager Aziz Hamzaogullari.

Diversification is important, but the depth of research and strong convictions behind more concentrated portfolios can benefit investors.

In a difficult year, financial advisors favored US growth stocks and high quality bonds in their model portfolios – but missed out on some top performing asset classes.

Veteran team of Elaine Stokes, Matt Eagan, and Brian Kennedy discuss succession plans as Dan Fuss steps away from portfolio management. They also share views on 2021 global fixed income markets.

With growth opportunities harder to find in the pandemic economy, investors may want to consider the potential advantages of the mid-cap space.

Loomis Sayles fixed income managers explain how they look to capitalize on persistent inefficiencies and drive excess return potential in corporate credit.

Global market dynamics are always changing –flexibility and risk-management are key to meeting the challenge

The Loomis Sayles global equity team speaks about how its approach to value creation is designed for all market conditions.

Despite record high unemployment during the pandemic, individual bankruptcy filings have fallen. What are the implications for portfolios?

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

Five key reasons that help explain why the US economy and the US stock market often do not move in tandem.

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.

Multi-asset credit (MAC) investing provides investors the chance to gain exposure to a globally diverse mix in a single portfolio.

Even when investors believe they have diversification, they may not. Taking top-level approaches to volatility can help manage risk.

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

AlphaSimplex Client Portfolio Manager Peter Martin likens his approach to investment portfolios to his experience coaching youth sports.

Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.

Spreading your investments across asset classes can help to balance risk and return potential, and avoid surprises when market corrections occur.

A look at how some exchange traded fund professionals are analyzing and managing COVID-19 market turbulence and volatility risk.

Insights into how ETF trading volumes and pricing have been affected by COVID-19 market volatility.

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

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

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

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.

Watch this brief introduction to Natixis Portfolio Clarity^®, an institutional-quality portfolio analysis service for financial professionals.

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.

With more than 40 years of experience using index options to manage equity risk, Gateway Investment Advisers offers unique insights on market volatility.

Active Share can help identify closet indexers by measuring how similar an active manager’s portfolio is to the benchmark.