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.
Portfolio Manager Jack Janasiewicz discusses how strong fundamentals have aided the market’s recovery, although risk of corrections remains.
In markets where volatility is elevated, factor investing strategies have the potential to help investors manage risk.
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.
Deferred payments and 0% interest on federal student debt from the CARES Act may spell opportunity for investors with monthly loan payments.
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.
With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?
The CARES Act provision deferring payments on federal student loans – and lowering rates to 0% – may offer an opportunity for clients with student debt.
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.
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.
A look at potential trends in the ETF space through 2020, including the possible market implications of COVID-19.
AlphaSimplex Client Portfolio Manager Peter Martin likens his approach to investment portfolios to his experience coaching youth sports.
Investors may want to consider elevated volatility risk as they think about positioning portfolios for a COVID-19 market recovery.
See why monitoring portfolio allocations for drift, and rebalancing as necessary, has the potential to generate meaningful benefits for clients.
Passive equity indexing may be less advantageous in the wake of a bear market that is increasing dispersion and creating distinct winners and losers.
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.
See how moderate portfolios varied by geographic region at the end of 2019 in the Natixis Investment Managers Global Portfolio Barometer.
Actively-managed minimum volatility ETFs can help buffer portfolios from market turbulence without sacrificing performance during more normalized periods.
When it comes to managing volatility risk in portfolios, investors may want to consider a counterintuitive look at how strategies track their index.
Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.
Risk-mitigating and portfolio diversification ideas to help investors stay invested through market crisis for long-term financial goals.
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.
Intangible assets like patents account for a growing percentage of company balance sheets and can have a significant impact on business valuations.
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®.
See how index portfolios can be customized for ESG (environmental, social, and governance) or strategic investment goals using active screening techniques.
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.
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.
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.
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.
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.
A new era of tax policy and cuts is under way, one in which portfolio tax management could be even more important for investors.