Diversification

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Equity Diversification for the Next Selloff

With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?

Natixis Investment Managers Solutions Investment Committee Overview

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

  • June 11, 2020
Participation and Protection: Youth Sports and Asset Allocation

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

  • June 1, 2020
Portfolio Defense: Value, Growth, or Neither?

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

Diversification Matters: Achieving Better Balance

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

  • May 8, 2020
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What Is Crisis Alpha? How Do Some Managed Futures Strategies Pursue It?

Persistent cross-asset trends during periods of market stress, crisis alpha and the strategic role of managed futures are explained.

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Direct Indexing Solutions for Tax-Efficient Diversification

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

4 Reasons to Rebalance Portfolios

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.

Why REITs Are a DIY Asset Class

REITs can improve portfolio risk, return and diversification, but despite being a unique index sector, they are often underrepresented in equity funds.

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.

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.

Concerns and Expectations of Professional Fund Buyers for 2019

From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.

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
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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.

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.

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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
Top Concerns for Professional Fund Buyers in 2018

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.

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Institutional Investor Survey: Preparing for a Market Shift

Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.