Portfolio Construction

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.

Overviews the range of model portfolio construction methodologies with a focus on their strengths and weaknesses.

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

Six institutional asset allocation and investment trends derived from data analyzed by Natixis Portfolio Clarity® consultants.

Six asset allocation trends derived from in-depth analysis of investment portfolios by Natixis Portfolio Clarity® consultants.

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.

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

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.

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.

Intangible assets like patents account for a growing percentage of company balance sheets and can have a significant impact on business valuations.

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.

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.

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.

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