Weighting portfolio assets based on their Sharpe ratios may be a good alternative to mean-variance optimization to help optimize risk efficiency.
Periodic rebalancing is necessary to maintain an investor’s target risk profile, but it’s important to understand the costs and benefits.
With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?
Balancing performance, fees, investment processes, and equity allocation parameters is key to evaluating target date fund managers.
Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.
While P/E ratios are still close to their historic highs, equities remain attractive when adjusting for interest rates and a different fundamental backdrop.
REITs can provide a diversified source of income, an inflation hedge and growth potential – but they are often missing from investor portfolios.
As financial professionals are growing more sophisticated in their use of models, they are raising the bar for portfolio providers.
Carbon allowances, as a tradeable commodity, may offer investors potential opportunities for diversification, hedging, and enhanced returns.
Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.
Our consultants explain why defensive and cyclical sectors may be a better way to diversify an equity portfolio than the traditional growth/value framework.
Tactical asset allocation strategies can add value and improve returns, but they can also be difficult to execute and evaluate. Here’s what to look for.
Learn about three ways to create an investment portfolio with an ESG (environmental, social, governance) focus.
Evaluating equity exposures in the context of their response to the business cycle can lead to better portfolio construction.
What’s behind the growing popularity of model portfolios and innovative strategies now available are explored.
Our research suggests that using asset thresholds rather than a calendar-based schedule provides better outcomes.
Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.
Portfolio consultants discuss record high equity allocations, economic cycle dynamics, and the growing popularity of alternatives and model portfolios.
Big risks, macroeconomic factors, and fall happenings investors should consider through the end of 2021 are examined.
In a strong equity market, institutions are rebalancing into fixed income and looking for opportunities to outsource certain investment management functions.
Learn about the committee that provides capital market views and asset allocation guidance for consulting clients and tactical model portfolios.
Overviews the range of model portfolio construction methodologies with a focus on their strengths and weaknesses.
Consultants discuss how the growing divergence in the equity market has affected portfolio allocations – and highlight sectors advisors may have missed.
Introduction to Bitcoin, including the mining process, the impact of “halving cycles” on pricing trends, and price performance since 2010.
Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.
Ways clients benefit from managed models, and how best to communicate to clients why you made the shift, are outlined by Gregory V. Kanarian, CFA®.
From the growth vs. value divide to the profusion of unicorns and the struggle to find yield, financial professionals had their hands full in 2020.
Recent trends show increasing growth style bias, higher emerging market allocations and focus on quality fixed income holdings in moderate portfolios.
Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.
The CARES Act provision deferring payments on federal student loans – and lowering rates to 0% – may offer an opportunity for clients with student debt.
Deferred payments and 0% interest on federal student debt from the CARES Act may spell opportunity for investors with monthly loan payments.
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.
Six institutional asset allocation and investment trends derived from data analyzed by Natixis Investment Managers Solutions consultants.
Key trends derived from in-depth analysis of model portfolios by Natixis Investment Managers Solutions consultants.