Boxing Market Volatility With A Different Fighting Style Boxing Market Volatility With A Different Fighting Style

Taking the hits and fighting for potential returns – preparing portfolios to contend with equity market volatility.

How to Evaluate Different Types of Exchange-Traded Funds How to Evaluate Different Types of Exchange-Traded Funds

A look at the similarities and differences between passive, smart beta, and active ETFs.

Mind the Gap: The Hidden Risks of Smart Beta Indexing Mind the Gap: The Hidden Risks of Smart Beta Indexing

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

Understanding ETFs: How They Work Understanding ETFs: How They Work

How exchange traded funds (ETFs) work and what they can provide portfolios.

3 Reasons to Consider a Low Volatility International ETF (MVIN) 3 Reasons to Consider a Low Volatility International ETF (MVIN)

As an active international minimum volatility ETF, Seeyond’s MVIN could help prepare your portfolio for the next market cycle.

Evaluating ETF Costs: How to Calculate Secondary Market Spread Evaluating ETF Costs: How to Calculate Secondary Market Spread

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

Rainy Day Funds: Making Sense of Short-Term Investment Strategies
Rainy Day Funds: Making Sense of Short-Term Investment Strategies

Comparing the benefits and risks of three investment vehicles that investors can consider when planning for short-term expenses.

Going Active: A Dynamic Approach to Smart Beta Strategies Going Active: A Dynamic Approach to Smart Beta Strategies

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

Innovations in the Exchange-Traded Fund Space Include New Strategies in the Fixed Income Space Innovations in the Exchange-Traded Fund Space Include New Strategies in the Fixed Income Space

A look at the current state of the exchange-traded fund market and evolutions in fixed-income exchange-traded funds

Pricing ETFs: How Premium/Discount is Calculated Pricing ETFs: How Premium/Discount is Calculated

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

Minimum Volatility Strategies: A Key to Managing Investor Emotions? Minimum Volatility Strategies: A Key to Managing Investor Emotions?

Evidence suggests that investors are not rational actors and may need help managing their emotions in volatile markets.

Staying Invested While Managing Volatility Risk
Watch
Staying Invested While Managing Volatility Risk

A discussion of strategies available to investors looking to manage volatility risk while taking advantage of growth opportunities that can result from market movements.

Are You Maximizing Your After-Tax Wealth? Are You Maximizing Your After-Tax Wealth?

Insight on tax-efficient beta and portfolio construction from a pioneer in index-based, separate account solutions.

Using Option Strategies to Help Manage Portfolio Volatility
Watch
Using Option Strategies to Help Manage Portfolio Volatility

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

  • May 28, 2019
Focused Growth Approach of WCM Investment Management
Watch
Focused Growth Approach of WCM Investment Management

Members of WCM’s investment team explain why two overlooked elements – moat trajectory and corporate culture – are the keys to uncovering the best long-term, global growth opportunities.

  • May 24, 2019
Short Is the New Long: Managing Risk and Diversification Short Is the New Long: Managing Risk and Diversification

Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.

Nowhere to Hide: 2018 Global Barometer Compares Portfolios from 7 Regions Nowhere to Hide: 2018 Global Barometer Compares Portfolios from 7 Regions

Insights into model portfolios and asset allocation decisions worldwide that seek to explain key drivers in performance differentials.

Low Volatility Equity Investing: The Gateway Strategy
Watch
Low Volatility Equity Investing: The Gateway Strategy

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

Matchmaking in Portfolio Construction: What Do Investors Really Want? Matchmaking in Portfolio Construction: What Do Investors Really Want?

Instead of staying invested, many investors opt for strategy speed dating. Is there a better way?

  • April 2, 2019
Options Strategies 101
Watch
Options Strategies 101

Mike Buckius of Gateway Investment Advisers discusses the basics of options-based investment strategies.

  • April 1, 2019
Minimum Volatility ETFs: A Best Kept Investment Secret for 2019? Minimum Volatility ETFs: A Best Kept Investment Secret for 2019?

Investors interested in strategies designed to withstand volatile and declining equity markets may want to consider minimum volatility exchange-traded funds.

Beta Opportunities: The Evolution of Risk Analysis in Alternative Strategies Beta Opportunities: The Evolution of Risk Analysis in Alternative Strategies

A look at how funds that rely on hedge fund beta have the potential to provide an additional source of return and portfolio diversification.

  • March 11, 2019
Active Tax Management: A Year-Round, All-Markets Approach Active Tax Management: A Year-Round, All-Markets Approach

Thinking about taxes only once a year or only in down markets may be an outmoded approach to tax management.

Managing for Value: Finding Investment Opportunities in Today’s Markets
Watch
Managing for Value: Finding Investment Opportunities in Today’s Markets

Portfolio Managers Tony Coniaris and Eric Liu discuss how they apply their analyst-driven investment process, concentrated portfolios and a focus on intrinsic value to global strategies.

  • February 7, 2019
Alternative Allocations Tailored to Specific Investment Objectives Alternative Allocations Tailored to Specific Investment Objectives

Overview of alternative investment solutions designed for alpha differentiation, volatility management, downside mitigation, and interest rate mitigation.

  • January 23, 2019
  • Lock Icon, content requires login
Preparing for All Markets: How a Building Block Approach Can Help Preparing for All Markets: How a Building Block Approach Can Help

Different methods of portfolio construction are available to investors looking to manage risk and maintain diversification.

Addressing the Funding Gap in Public Pension Plans Addressing the Funding Gap in Public Pension Plans

Analysis of factors contributing to projected pension shortfalls and strategies for addressing the problem while lowering overall portfolio risk.

Building a Suite of Model Portfolios for Clients Building a Suite of Model Portfolios for Clients

Explore the pros and cons of four distinct methods of model portfolio construction: customized, optimized, straight line, and straight line thematic.

From the Summit: Shaping the Future of Active Management
Watch
From the Summit: Shaping the Future of Active Management

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
Watch
Loomis Sayles Global Allocation Fund

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.

  • December 19, 2018
Dynamic Strategy Migration and the Evolution of Risk Premia Dynamic Strategy Migration and the Evolution of Risk Premia

AlphaSimplex Portfolio Manager David Kuenzi presents a model for risk premia strategies, with a focus on adaptive approaches to markets.

Retirement Reform in the US: What’s Next?
Listen
Retirement Reform in the US: What’s Next?

Everyone wants to improve the ability of Americans to save for retirement – but the work of reform is challenging. Paul Richmond of the Insured Retirement Institute provides an update.

Asset Allocator’s Guide to Equity Beta-Reducing Strategies Asset Allocator’s Guide to Equity Beta-Reducing Strategies

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.

Decade Day: Vaughan Nelson Value Opportunity Fund Marks Anniversary Decade Day: Vaughan Nelson Value Opportunity Fund Marks Anniversary

Portfolio manager Dennis Alff discusses how the strategy continues to seek consistent value for investors.

Portfolio Model Program Portfolio Model Program

Learn about the Natixis Portfolio Clarity® suite of model portfolios, designed to address four distinct asset allocation objectives.

  • October 30, 2018
  • Lock Icon, content requires login
Understanding the ASG Global Alternatives Strategy Fund
Watch
Understanding the ASG Global Alternatives Strategy Fund

Learn how the strategy used to managed ASG Global Alternatives Fund seeks to manage risk, add diversification, and adapt to changing markets.

  • October 8, 2018
10-Year Retrospective: ASG Global Alternatives Fund 10-Year Retrospective: ASG Global Alternatives Fund

Learn how a mutual fund designed to help individual investors gain access to the risk/return characteristics of hedge funds got its start.

Time to Take an Alternative Route to Fixed Income?
Watch
Time to Take an Alternative Route to Fixed Income?

Diversifying away from traditional fixed income may be advantageous in a rising rate landscape, explains Loomis Sayles Strategic Alpha manager.

Managing Investors’ Emotions with the Help of Minimum Volatility Strategies Managing Investors’ Emotions with the Help of Minimum Volatility Strategies

Minimum volatility strategies have the potential to reduce the negative effects of market movements on portfolios.

Measuring Active Management with Active Share
Watch
Measuring Active Management with Active Share

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

  • June 28, 2018
Protecting Portfolios: An Active Management Approach to Markets Protecting Portfolios: An Active Management Approach to Markets

An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.

Analyzing Winning Characteristics of Active Investment Managers
Watch
Analyzing Winning Characteristics of Active Investment Managers

Baseball fan and Harris Associates PM Bill Nygren discusses what to consider when drafting an active manager for your portfolio.

Volatility Quiz: Are You Prepared for Potential Market Turbulence? Volatility Quiz: Are You Prepared for Potential Market Turbulence?

Forming a more complete understanding of volatility and the ways it can be managed

Outcome Oriented Investment Perspective Outcome Oriented Investment Perspective

Using an outcome-oriented investment strategy to develop actionable portfolios focused on financial goals.

Natixis Sustainable Future Funds Natixis Sustainable Future Funds

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

  • May 25, 2017
The Advisor Experience
Watch
The Advisor Experience

Hear our clients share details about their Natixis Portfolio Clarity® experience and learn about our Comprehensive Portfolio Evaluation.

  • August 16, 2016
  • Lock Icon, content requires login