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/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2019/Three-Ways-to-Retrofit-Your-Portfolio/blog-Recession-Banner_2650x500.jpg
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Blog
So You’re Worried About a Recession: Three Ways to Protect Your Portfolio
Tom Lee
CFA
August 19, 2019
August 19, 2019
<p style="margin-bottom: 0.0001pt;"><span>An inverted yield curve. A trade war. Slowing job growth. Some say recession warning signs are flashing. What can investors do to prepare?</span></p>
Market activity|Volatility|Options|
Institutional investor|Wealth manager|
/blog/three-ways-to-protect-your-portfolio
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2019/ESG-Investing-in-Emerging-Markets/Blog-ESG-Investing-in-Emerging-Markets-Proceed-with-Caution-Banner_2650x500.jpg
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Blog
ESG Investing in Emerging Markets: Proceed with Caution
Jennifer Sireklove
CFA
August 7, 2019
August 7, 2019
<p><span>Emerging market companies have different standards for ESG issues. What does this mean for investing in emerging markets if you’re a responsible investor?</span></p>
Responsible investing-SRI-ESG|Emerging markets|
Institutional investor|Wealth manager|
/blog/esg-investing-in-emerging-markets
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2019/Why-Investment-Taxes-Are-Such-a-Drag/Investment-taxes-are-such-a-drag-Banner_2650x500.jpg
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Blog
Why Investment Taxes Are Such a Drag
Rey Santodomingo
CFA
July 31, 2019
July 31, 2019
<p><span>What’s the value of tax-managed investing? A look at what causes tax drag and why choosing the right investment vehicle is so important.</span></p>
<br />
Tax management|
Wealth manager|
/blog/why-investment-taxes-are-such-a-drag
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2019/RI-Effect-on-All-Investors/Blog-benefits-all-investors-web-banner_2650x500.png
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Blog
Can Socially Responsible Investors Raise the Tide for All Investors?
Jennifer Sireklove
CFA
July 24, 2019
July 24, 2019
<p style="margin-bottom: 0.0001pt;"><span>Does responsible investing help or hurt returns? We get this question a lot. But there’s another, perhaps more interesting, question that’s also worth exploring.</span></p>
Responsible investing-SRI-ESG|
Institutional investor|Wealth manager|
/blog/ri-effect-on-all-investors
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Blog
The Volatility Risk Premium Explained
Tom Lee
CFA
July 17, 2019
July 17, 2019
<p style="margin-bottom: 0.0001pt;"><span>Most investors accept some level of risk. But that doesn’t mean they like it, especially during volatile markets. That’s where harvesting the volatility risk premium, or VRP, may help.</span></p>
Market activity|Volatility|Options|
Institutional investor|Wealth manager|
/blog/what-is-the-vrp
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2019/Unreliable-Narrators/Blog-unreliable-narrators-Banner_2650x500.jpg
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Blog
Unreliable Narrators: What Many SMA Composites Don’t Tell You
Rey Santodomingo
CFA
July 10, 2019
July 10, 2019
Composites have a lot to say about an investment product’s historical performance. But when it comes to taxable SMAs, they leave a lot out.<br />
Tax management|
Wealth manager|
/blog/unreliable-narrators
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2019/Tim-Valedictory-Post/Atwill-Valedictory-Post-Banner_2650x500.jpg
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Blog
Four Investing Misconceptions to Say Goodbye To
Tim Atwill
PhD, CFA
June 26, 2019
June 26, 2019
<span>In his farewell blog post, Parametric’s head of investment strategy takes a parting shot at the top four investing misconceptions.</span>
Emerging markets|Market activity|Tax management|
Wealth manager|Institutional investor|
/blog/four-investing-misconceptions-to-say-goodbye-to
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2019/The-Market-Thinks-It-Can-Predict-What-the-Fed-Will-Do/Blog-Markets-and-the-Feds-Banner_2650x500.jpg
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Blog
The Market Thinks It Can Predict What the Federal Reserve Will Do. It Can’t.
Tom Lee
CFA
June 19, 2019
June 19, 2019
<p style="margin-bottom: 0.0001pt;"><span>Every time the market tries to anticipate what the Fed will or won’t do, it fails spectacularly. So why do we keep looking for interest rate predictions in all the wrong places?</span></p>
Market activity|Volatility|
Institutional investor|Wealth manager|
/blog/the-market-thinks-it-can-predict-what-the-federal-reserve-will-do
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2019/Concentration-Risk/Concentration-Risk-Banner_2650x500.jpg
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Blog
Concentration Risk: Will You Know It When You See It?
Tim Atwill
PhD, CFA
June 12, 2019
June 12, 2019
<span>At a certain level, an index’s overweight to a single country, sector, or security becomes a concern for all investors. Three examples from history demonstrate why concentration risk is a problem</span>.
Emerging markets|Developed international|
Wealth manager|Institutional investor|
/blog/concentration-risk
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Blog
Proxy Power: How Shareholders Are Using Active Ownership to Take On the Opioid Epidemic
Martha Strebinger
CFA
June 5, 2019
June 5, 2019
An investor who wants to change corporate behavior may have only one vote. But, as the fight against opioid abuse shows, active ownership means together we have far more power.
Responsible investing-SRI-ESG|
Wealth manager|Institutional investor|
/blog/active-ownership
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Blog
China and the MSCI Emerging Markets Index: A Distinction Without a Difference?
Greg Liebl
CFA
May 22, 2019
May 22, 2019
<p style="margin-bottom: 0.0001pt;"><span>As MSCI includes more China A-shares in its emerging markets index, a look at why some investors may not be getting the truly broad exposure they seek.</span></p>
Emerging markets|
Institutional investor|Wealth manager|
/blog/china-and-the-msci-emerging-markets-index
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2019/How-Much-Do-You-Know-About-Tax-Loss-Harvesting/Blog-How-much-do-you-know-about-taxloss-harvesting-Banner_2650x500.jpg
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Blog
How Much Do You Know About Tax-Loss Harvesting?
Brian Langstraat
CFA
May 15, 2019
May 15, 2019
<p style="margin-bottom: 0.0001pt;"><span>There are a lot of myths out there. Here are six true-or-false questions to help you separate fact from fiction when it comes to tax-loss harvesting.</span></p>
Tax management|
Wealth manager|
/blog/how-much-do-you-know-about-tax-loss-harvesting
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2019/Is-Tax-Loss-Harvesting-Right-for-Your-Clients/Blog-Is-Tax-Loss-Harvesting-Right-Banner_2650x500.jpg
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Blog
Is Tax-Loss Harvesting Right for Your Clients?
Brian Langstraat
CFA
May 8, 2019
May 8, 2019
<p style="margin-bottom: 0.0001pt;"><span>More and more asset managers and advisory platforms are marketing tax-loss harvesting to more and more investors. A bit of caution might be in order.</span></p>
Tax management|
Wealth manager|
/blog/is-tax-loss-harvesting-right-for-your-clients
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Blog
Can Better Glide Path Management Offer Pension Plans a Smoother Ride?
Justin Henne
CFA
May 1, 2019
May 1, 2019
<p style="margin-bottom: 0.0001pt;"><span>After the market volatility we saw in late 2018, pension plans want to reduce risk and lock in improvements to funded status. Are their glide paths prepared?</span></p>
Liability-driven investing|
Institutional investor|
/blog/glide-path
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Blog
Alternative Risk Premia: Holding Out for a Hero
Tom Lee
CFA
April 25, 2019
April 25, 2019
<p style="margin-bottom: 0.0001pt;"><span>Investors who thought alternative risk premia strategies would defend them from 2018’s market downturns may have been disappointed. But was the real villain their expectations?</span></p>
Market activity|Volatility|Liquid alternatives|
Institutional investor|
/blog/alternative-risk-premia
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Blog
Are There Cannabis Stocks in Your Portfolio? Here’s the Straight Dope.
Martha Strebinger
CFA
April 17, 2019
April 17, 2019
As marijuana legalization expands and as investment grows in the industry, cannabis stocks’ footprint in the major equity indexes remains small. But that could change.
Responsible investing-SRI-ESG|
Institutional investor|Wealth manager|
/blog/are-there-cannabis-stocks-in-your-portfolio
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2019/Faith-Based-Investing/Faith-based-investing-Banner_2650x500.jpg
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Blog
Faith-Based Investing: Why We All May Be Singing from the Same Book of Hymns
Martha Strebinger
CFA
April 10, 2019
April 10, 2019
Whether we’re faith-based investors or not, our long-term goals are likely not all that different. Here’s why.
Responsible investing-SRI-ESG|
Institutional investor|Wealth manager|Consultant|
/blog/faith-based-investing
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2019/Stock-in-Trade/Blog-Brexit-Banner_2650x500.jpg
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Blog
Stock in Trade: Brexit, Tariffs, and Their Effect on Equity Markets
Tom Lee
CFA
March 27, 2019
March 27, 2019
<p style="margin-bottom: 0.0001pt;"><span>As the Brexit debate roils Britain and the EU, what does trade uncertainty portend for global growth—and for the longest bull market in history?</span></p>
Market activity|Volatility|
Institutional investor|Wealth manager|
/blog/stock-in-trade
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2019/Tactical-Investing-Can-Be-Tax-Aware-Investing/Blog-GTAA-Banner_2650x500.jpg
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Blog
Yes, Tactical Investing Can Be Tax-Aware Investing
Paul Bouchey
CFA
March 20, 2019
March 20, 2019
Costs matter, and many investors assume the tax bite of being tactical is too high. But tactical investing can actually be tax aware—and still generate alpha.
Tax management|
Wealth manager|
/blog/tactical-investing-can-be-tax-aware-investing
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2019/Investment-Taxes/Blog-Distributed-Gains-Banner_2650x500.jpg
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Blog
Investment Taxes: Don’t Ignore the Tail
Rey Santodomingo
CFA
March 13, 2019
March 13, 2019
Don’t think the tax tail should wag the investment dog? A look at the data from 2018 may change your<br />
thinking—and your choice of animal metaphors.
Tax management|
Wealth manager|
/blog/investment-taxes
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2019/Human-Trafficking/Blog-Human-Trafficking-Banner_2650x500.jpg
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Blog
What Investors Can Do About Human Trafficking
Jennifer Sireklove
CFA
March 6, 2019
March 6, 2019
Modern-day slavery. Forced labor. Whatever you call it, human trafficking is a difficult problem to solve. But investors can help—and keep it out of their portfolios.
Responsible investing-SRI-ESG|
Institutional investor|Wealth manager|
/blog/human-trafficking
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Blog
What Is Direct Indexing? If It Sounds Familiar, That’s Because It Is.
Brian Langstraat
CFA
February 27, 2019
February 27, 2019
<p style="margin-bottom: 0.0001pt;"><span>After the 2019 Inside ETFs conference, a “new” term is suddenly on everyone’s lips. We explain what direct indexing is—and why it’s anything but new to us.</span></p>
Tax management|
Wealth manager|
/blog/direct-indexing
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2019/What-Every-Investor-Should-Know-About-Futures-Trading/Blog-Futures-101-Banner_2650x500.jpg
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Blog
What Investors Should Know About Futures Trading
Justin Henne
CFA
February 20, 2019
February 20, 2019
What are futures, and how does futures trading work? Our expert offers a rundown of some of the benefits, risks, and costs of exchange-traded futures for curious investors.
Futures|
Institutional investor|
/blog/what-investors-should-know-about-futures-trading
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2019/ETFs-or-Separately-Managed-Accounts/Blog-SMA-vs-ETFs-Banner_2650x500.jpg
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Blog
ETFs or Separately Managed Accounts: Which Are Better?
Martha Strebinger
CFA
February 13, 2019
February 13, 2019
ETFs are much loved, but they may not be “the one” for every passive investor. As you evaluate your choices, here are a few key reasons to swipe right on separately managed accounts instead.
Tax management|
Wealth manager|
/blog/etfs-or-separately-managed-accounts
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2019/2019-Tax-Outlook-for-Investors/Blog-Outlook2019-Banner_2650x500.jpg
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Blog
2019 Tax Outlook for Investors: Everything Old Is New Again
Rey Santodomingo
CFA
February 6, 2019
February 6, 2019
Remember the 2017 Tax Cuts and Jobs Act? This is the first year most of its provisions affect filings. Four things to know before April—plus, why 2019 could be the year of nothing.
Tax management|
Wealth manager|
/blog/2019-tax-outlook-for-investors
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2019/2019-RI-Outlook/Blog-Outlook2019-RI-Banner_2650x500.jpg
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Blog
2019 Responsible Investing Outlook: Generation ESG
Jennifer Sireklove
CFA
January 30, 2019
January 30, 2019
When it comes to socially responsible investing, demographics are increasingly becoming destiny. But just what is it that millennials want from their portfolios? We think it boils down to these two things.
Responsible investing-SRI-ESG|
Institutional investor|Wealth manager|
/blog/2019-responsible-investing-outlook
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2019/2019-Commodities-Outlook/Outlook-Commodities-Banner_2560x500.jpg
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Blog
2019 Commodities Outlook: Early Knockout or Late-Round Comeback?
Greg Liebl
CFA
January 23, 2019
January 23, 2019
<p style="margin-bottom: 0.0001pt;"><span>The asset class may have taken it on the chin in 2018, but are there angels in its corner in the New Year? What could go right—and wrong—for commodity markets in 2019.</span></p>
Commodities|
Institutional investor|
/blog/2019-commodities-outlook
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2019/EM-Outlook-2019/Blog-EM-Outlook2019-Banner_2650x500.jpg
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Blog
2019 Emerging Markets Outlook: The Case for Optimism
Tim Atwill
PhD, CFA
January 16, 2019
January 16, 2019
It’s no secret: Emerging-market equities had a rough 2018. But as we look ahead to 2019, our outlook highlights three reasons this asset class may be poised for a comeback.
Emerging markets|
Wealth manager|Institutional investor|
/blog/2019-emerging-markets-outlook
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2019/2019-Investment-Outlook/Blog-Outlook2019-Banner_2650x500.jpg
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Blog
2019 Investment Outlook: Exit Sandman
Tom Lee
CFA
January 9, 2019
January 9, 2019
What can investors expect in 2019—and how can they prepare? In our 2019 investment outlook, we share the global issues keeping us awake at night, from trade wars to monetary policy.
Market activity|
Institutional investor|Wealth manager|Individual Investor|
/blog/2019-investment-outlook
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2018/For-ESG-Investors-Is-Active-Better-Than-Passive/blog-Banner_2650x500.jpg
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Blog
For ESG Investors, Is Active Better Than Passive?
Jennifer Sireklove
CFA
December 19, 2018
December 19, 2018
Contrary to what some may think, investing according to your ethical principles doesn’t require an active manager. In fact, there are two distinct advantages for socially responsible investors who adopt a passive strategy.
Responsible investing-SRI-ESG|
Institutional investor|Wealth manager|
/blog/for-esg-investors-is-active-better-than-passive
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2018/Unlocking-Portfolio-Potential/Blog-Completion-Management-Banner_2650x500.jpg
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Blog
Unlocking Portfolio Potential Through Completion Management
Justin Henne
CFA
December 12, 2018
December 12, 2018
<span>How completion management can help institutions monitor and manage portfolio risk exposures, bolstering control while maintaining flexibility.</span>
Futures|
Institutional investor|
/blog/unlocking-portfolio-potential-through-completion-management
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2018/How-Do-Options-Work/Blog-how-do-options-work-Banner_2650x500.jpg
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Blog
How Do Options Work? An Illustrated Guide
Tom Lee
CFA
December 5, 2018
December 5, 2018
<span>You’ve heard of options, but what exactly are they? Puts and calls may seem complicated, but they don’t have to be intimidating. Here’s a plain-English explanation.</span>
Options|
Institutional investor|Wealth manager|
/blog/how-do-options-work
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2018/Socially-Responsible-Investing-What-is-in-Your-Portfolio/Blog-Whats-in-your-RI-portfolio-Banner_2650x500.jpg
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Blog
Socially Responsible Investing: What’s in Your Portfolio?
Martha Strebinger
CFA
November 28, 2018
November 28, 2018
<span>You may have stated ESG goals for your portfolio, but do your holdings actually match them? Without proper reporting, it can be hard to know. Here are three things to look for.</span>
Responsible investing-SRI-ESG|
Wealth manager|Institutional investor|
/blog/socially-responsible-investing-what-is-in-your-portfolio
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2018/Nonqualified-Dividends/Blog-Qualified-Dividends-Banner_2650x500.jpg
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Blog
Nonqualified Dividends: How They’re Taxed and When Not to Worry
Rey Santodomingo
CFA
November 14, 2018
November 14, 2018
Yes, nonqualified dividends are taxed at a higher rate than qualified dividends. But in some cases paying it may be the better option.
Income|
Wealth manager|
/blog/nonqualified-dividends
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2018/Election-Results/Blog-Election-Results-Banner_2650x500.jpg
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Blog
How Will the Midterm Election Results Impact the Markets?
Tim Atwill
PhD, CFA
November 7, 2018
November 7, 2018
The results are in, and the Democrats, as predicted, have taken the House. How will stocks and bonds react to the midterm election in the coming months? We look at a few likely outcomes.
Market activity|
Wealth manager|Institutional investor|
/blog/election-results
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2018/Contango-Lessons/Blog-Contango-Banner_2650x500.jpg
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Blog
Contango Lessons: Dancing with the Drop in Oil Prices
Greg Liebl
CFA
October 31, 2018
October 31, 2018
The recent fall in oil prices has resurrected the phenomenon known as contango. We explore what that means—and why the pessimists may have the wrong end of the dipstick.
Commodities|
Institutional investor|
/blog/contango-lessons
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2017/Does-Socially-Responsible-Investing-Hurt-Expected-Returns/RI-Invest-blog.jpg
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Blog
Socially Responsible Investment Performance: Do ESG Screens Hurt Returns?
Jennifer Sireklove
CFA
October 26, 2018
October 26, 2018
What’s the effect of socially responsible investing on portfolio performance? Turns out, applying ESG screens doesn’t mean sacrificing returns. Here’s why.
Responsible investing-SRI-ESG|
Institutional investor|Wealth manager|
/blog/does-socially-responsible-investing-hurt-expected-returns
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2018/Why-Donating-Stock-to-Charity-Beats-Giving-Cash/Blog-Charitable-Giving-Banner_2650x500.jpg
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Blog
Why Donating Stock to Charity Beats Giving Cash
Rey Santodomingo
CFA
October 24, 2018
October 24, 2018
<span>Selling securities to fund end-of-year charitable donations? Why donating stock instead of cash may save you more in taxes—and help you give an even bigger gift.</span>
Tax management|
Wealth manager|Individual Investor|
/blog/why-donating-stock-to-charity-beats-giving-cash
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2018/Tax-Loss-Harvesting-An-Opportunity-amid-the-Calamity/Market-Volatility-Tax-Loss-Harvesting-Banner_2650x500.jpg
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Blog
Tax-Loss Harvesting: An Opportunity amid the Calamity
Paul Bouchey
CFA
October 16, 2018
October 16, 2018
In a week that saw the S&P 500<sup>®</sup> Index shed more than 4% of its value, a valuable reminder that tax-loss harvesting can help many investors turn a loss into a win.
Tax management|
Wealth manager|
/blog/tax-loss-harvesting-an-opportunity-amid-the-calamity
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2018/Market-Volatility/Blog-Market-Volatility-Banner_2650x500.jpg
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Blog
Market Volatility Spikes, but What’s “Normal”?
Tom Lee
CFA
October 12, 2018
October 12, 2018
As investors’ stomachs churn in the wake of last week’s roller-coaster drop, perspective helps. Also: a way to make a bumpy ride a little smoother.
Market activity|Volatility|
Institutional investor|Wealth manager|
/blog/market-volatility-spikes
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2018/Why-Contagion-Is-a-False-Diagnosis/Blog-EMContagion-Banner_2650x500.jpg
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Blog
Emerging-Market Currencies: Why Contagion Is a False Diagnosis
Tim Atwill
PhD, CFA
October 10, 2018
October 10, 2018
Turkey. Argentina. Who’s next? According to many commentators, we’re living through an emerging-market epidemic. But what if the only thing we have to fear is fear itself?
Emerging markets|
Wealth manager|Institutional investor|
/blog/why-contagion-is-a-false-diagnosis
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2018/GICS-Sectors-Are-Evolving/GCIS_Blog_Banner_2650x500.jpg
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Blog
Ch-Ch-Changes: GICS Sectors Are Evolving—Will It Affect Your Portfolio?
Tim Atwill
PhD, CFA
September 26, 2018
September 26, 2018
S&P and MSCI are about to migrate a number of companies to new categories in their widely used GICS sector methodology. Why? And who will—and won’t—be affected?
Market activity|
Institutional investor|Wealth manager|
/blog/gics-sectors-are-evolving
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2018/10-Years-Later/Two-Lessons-from-the-Global-Financial-Crisis-Banner.jpg
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Blog
Ten Years Later: Two Lessons from the Global Financial Crisis
Paul Bouchey
CFA
September 19, 2018
September 19, 2018
A decade after the collapse of Lehman Brothers, what have we learned? Parametric’s chief investment strategists reflect on the crisis and focus on two key takeaways.
Market activity|
Institutional investor|Wealth manager|
/blog/10-years-later
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Blog
Is High Tracking Error a Bad Thing?
Rey Santodomingo
CFA
September 12, 2018
September 12, 2018
What is tracking error, and is high tracking error always bad? Find out how the formula works and why the degree of acceptable tracking error is a personal choice.
Tax management|
Institutional investor|Wealth manager|
/blog/is-high-tracking-error-a-bad-thing
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Blog
Liquid Alternatives: Is There Such a Thing as a Free Lunch?
Tom Lee
CFA
September 5, 2018
September 5, 2018
<span>True portfolio diversification means including low-correlated assets—the kind found in liquid alternatives—in your broader portfolio. In this post we look at why these vehicles may provide many investors with what they seek: something for nothing.</span>
Liquid alternatives|
Institutional investor|
/blog/liquid-alternatives
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2018/Talking-Turkey/blog-Turkey-emerging-market-web-banner.jpg
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Blog
Talking Turkey: Putting Emerging-Market Currency Risk into Perspective
Tim Atwill
PhD, CFA
August 29, 2018
August 29, 2018
The currency crisis in Turkey has turned the spotlight’s hot glare on emerging markets once again. But before you run for the exits, find out why cooler heads should prevail.
Emerging markets|
Institutional investor|Wealth manager|
/blog/talking-turkey
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Blog
Millennials and Responsible Investing: Bridging the Generation Gap
Jennifer Sireklove
CFA
August 22, 2018
August 22, 2018
When millennials’ responsible investing preferences cross paths with their parents’ portfolios, is there a way everyone can win?
Responsible investing-SRI-ESG|
Wealth manager|
/blog/millennials-and-responsible-investing
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Blog
Is Saudi Arabia an Emerging Market? MSCI Says Yes.
Tim Atwill
PhD, CFA
August 15, 2018
August 15, 2018
Next year Saudi Arabia will graduate to the MSCI Emerging Markets Index, skipping the Frontier Markets Index entirely. It’s surprising, but it’s not the only surprising thing about the desert kingdom’s markets.
Emerging markets|
Wealth manager|Institutional investor|
/blog/is-saudi-arabia-an-emerging-market
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Blog
Wash Sales: How to Keep Your Tax Losses from Shrinking
Rey Santodomingo
CFA
August 8, 2018
August 8, 2018
<p><span style="color: black;">Running afoul of the IRS’s wash-sale rule is like accidentally laundering your favorite wool sweater in the hot-water cycle. Here's what you need to know to avoid being hung out to dry.</span></p>
Tax management|
Wealth manager|
/blog/wash-sales
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Blog
Centralized Portfolio Management: The Power of One
Paul Bouchey
CFA
August 1, 2018
August 1, 2018
Multiple portfolio managers can introduce redundant trades and reduce tax efficiency. Does centralizing this function under a single manager—a.k.a. centralized portfolio management—make more sense?
Centralized portfolio management|
Wealth manager|
/blog/cpm-the-power-of-one
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Blog
Are You Prepared for Unexpected Inflation?
Greg Liebl
CFA
July 25, 2018
July 25, 2018
Is inflation still in check? Check. But is it up? Yup. If it spikes unexpectedly, is your portfolio prepared to ride out the turbulence? We look at one asset class that may help diversify your holdings, reduce risk, and soothe the sting of unanticipated inflation.
Commodities|
Institutional investor|Wealth manager|
/blog/are-you-prepared-for-unexpected-inflation
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Blog
A Fix for the VIX?
Tom Lee
CFA
July 18, 2018
July 18, 2018
Amid questions about manipulation, the Cboe Volatility Index—the “fear gauge”—is making a few changes. Will they instill more confidence? We look at what to expect—and what it might mean for investors.
Volatility|
Institutional investor|
/blog/a-fix-for-the-vix
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Blog
Laboring Under a Misconception? A Closer Read of the DOL’s ESG Guidelines
Jennifer Sireklove
CFA
July 3, 2018
July 3, 2018
<p style="margin-bottom: 0.0001pt;"><span>Can fiduciaries take ESG factors into account when they invest plan funds? Many interpreted the Department of Labor’s April bulletin as a firm no. But the answer isn’t quite that simple. </span></p>
Responsible investing-SRI-ESG|
Institutional investor|
/blog/laboring-under-a-misconception
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Blog
Domino Theory: The Trouble with Trade Wars
Tim Atwill
PhD, CFA
June 27, 2018
June 27, 2018
<p style="margin-bottom: 0.0001pt;">As the world’s two biggest economies exchange tariff blows, what would a full-fledged US-China trade war look like for emerging-market equities—and for US consumers? We examine how the trade spat could cause three things to tip in sequence.</p>
Emerging markets|
Wealth manager|Institutional investor|
/blog/domino-theory-the-trouble-with-trade-wars
/-/media/Project/Parametric/Shared/Banners-and-Images/Blog/2018/Argentinas-Capital-Markets-From-Hero-to-Goat/blog-hero-to-goat-web-banner.jpg
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Blog
Argentina’s Capital Markets: From Hero to Goat
Tim Atwill
PhD, CFA
June 20, 2018
June 20, 2018
Argentina might once have cried for Evita Perón, but these days—as its economy takes yet another siesta—the South American nation has much more to be sad about. What can investors learn from Argentina’s latest currency crisis?
Emerging markets|
Wealth manager|Institutional investor|
/blog/argentina-capital-markets-from-hero-to-goat
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Blog
Indexes Change. Should Your Buy-and-Hold Approach?
Rey Santodomingo
CFA
June 13, 2018
June 13, 2018
A look at the profound and subtle effects of index reconstitution—and why a simple buy-and-hold approach to passive investing isn’t as easy as it sounds.
Tax management|
Institutional investor|Wealth manager|
/blog/indexes-change-should-your-buy-and-hold-approach
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Blog
When Volatility Strikes, a Disciplined Path to Portfolio Rebalancing
Justin Henne
CFA
June 6, 2018
June 6, 2018
Market volatility is hard to predict. But portfolio rebalancing doesn’t have to be a constant game of catch-up. This post shows how a disciplined, policy-based portfolio overlay can help during volatile markets.
Volatility|Futures|
Wealth manager|Institutional investor|
/blog/when-volatility-strikes-a-disciplined-path-to-portfolio-rebalancing
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Blog
Proxy Moxie: Asserting Your Responsible Investing Values by Voting Your Shares
Jennifer Sireklove
CFA
May 23, 2018
May 23, 2018
Find out how proxy voting works and why it’s a valuable tool for socially responsible investors. We cover the legwork involved in making an informed decision and whether your proxy vote actually makes a difference.
Responsible investing-SRI-ESG|
Wealth manager|Institutional investor|Consultant|
/blog/what-is-proxy-voting-and-how-it-impacts-shareholders
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Blog
Emerging or Developed? One China, Two Narratives
Tim Atwill
Ph.D., CFA
May 16, 2018
May 16, 2018
On the eve of China A-shares’ inclusion in MSCI’s indexes, now’s a good time to look at why China’s economy may be considered developed—but its equity markets are anything but.
Emerging markets|
Institutional investor|Wealth manager|
/blog/one-china---two-narratives
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Blog
Is the VIX Rigged?
Tom Lee
CFA
May 9, 2018
May 9, 2018
Funny things have been happening with the VIX lately. But does it mean the market for Wall Street’s fear gauge is being manipulated?
Volatility|
Institutional investor|Wealth manager|
/blog/is-the-vix-rigged
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Blog
Warren Buffett’s Hedge-Fund Bet: Understanding the After-Tax Effect
Paul Bouchey
CFA
May 2, 2018
May 2, 2018
<p>How do the after-tax results of the Warren Buffett vs. hedge fund bet look? See the tax-adjusted returns of the S&P 500 Index compared to funds-of-funds returns. Spoiler alert: It doesn’t look pretty for the hedge funds.</p>
Market activity|Tax management|
Wealth manager|
/blog/warren-buffetts-hedge-fund-bet
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Blog
China in a Bull Shop? Single-Country Concentration’s Risks to Your Portfolio
Tim Atwill
Ph.D., CFA
April 25, 2018
April 25, 2018
With China now approaching 30% weight in the MSCI Emerging Markets Index, is enough finally enough? Find out how such a concentrated position can impact your emerging-markets portfolio goals.
Emerging markets|
Wealth manager|Institutional investor|
/blog/three-reasons-a-concentrated-position-in-china-is-risky
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Blog
Three Myths of Tax Loss Harvesting
Paul Bouchey
CFA
April 18, 2018
April 18, 2018
There are many misperceptions of how (and when) tax loss harvesting can create value for an investor. View the 3 most common myths about tax loss harvesting (TLH) and learn why you shouldn’t wait until year-end to harvest your losses.
Tax management|
Wealth manager|
/blog/three-myths-of-tax-loss-harvesting
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Blog
Evaluating Companies’ ESG Score: It’s No Slam Dunk
Martha Strebinger
CFA
April 12, 2018
April 12, 2018
What does filling out an NCAA championship tournament bracket have to do with ranking companies’ ESG scores? Find out how both involve making tough decisions about a lot of variables.
Responsible investing-SRI-ESG|
Wealth manager|Institutional investor|Consultant|
/blog/evaluating-company-esg-scores
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Blog
The Stories We Tell About Gold have a Home-Country Bias
Tim Atwill
Ph.D., CFA
March 21, 2018
March 21, 2018
Find out how home-country bias can be problematic when investors tell stories about the pricing of commodities.
Emerging markets|Commodities|
Consultant|Wealth manager|Institutional investor|
/blog/the-stories-we-tell-about-gold-have-a-home-country-bias
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Blog
Tax-Loss Harvesting: What Were the Headline Opportunities in 2017?
Rey Santodomingo
CFA
March 14, 2018
March 14, 2018
Find out which pockets of the market were ripe for tax-loss harvesting in 2017—despite remarkable strength in the broader market—and which tax strategies were able to capture the opportunities.
Tax management|
Wealth manager|
/blog/tax-loss-harvesting-what-were-the-headline-opportunities-in-2017
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Blog
Three Things to Know About Guns and Your Investment Portfolio
Jennifer Sireklove
CFA
March 7, 2018
March 7, 2018
<span></span>
<p>What you need to know about gun-company stocks in your portfolio, including how you can monitor your investments and take action by screening or by voting your shares.</p>
Responsible investing-SRI-ESG|
Institutional investor|Wealth manager|Consultant|
/blog/three-things-to-know-about-guns-and-your-investment-portfolio
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Blog
Navigating the Hidden Pitfalls of Factor Investing
Paul Bouchey
CFA
February 28, 2018
February 28, 2018
How factor-based investing can introduce unintended sector and country bets into a portfolio—and how using constraints can help reduce them.
Factors|
/blog/navigating-the-hidden-pitfalls-of-factor-investing
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Blog
The Day Equity Volatility Roared Back
Tom Lee
CFA
February 7, 2018
February 7, 2018
<p>Equity-market volatility inflicted significant pain this week as products shorting VIX futures collapsed. What the toughest lessons were—and why they may ultimately benefit markets and investors.</p>
Market activity|Volatility|
/blog/the-day-equity-volatility-roared-back
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Blog
Are You Using the Right Small-Cap Index?
Martha Strebinger
CFA
January 31, 2018
January 31, 2018
The S&P SmallCap 600<sup>®</sup> and the Russell 2000<sup>®</sup> seem like they offer the same exposures. Yet they’re actually quite different. Find out which small-cap stock index is a better benchmark for you.
Factors|
Wealth manager|
/blog/is-your-small-cap-exposure-right-for-you
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Blog
Is 2018 the time to hedge your (equity) bets?
Tom Lee
CFA
January 17, 2018
January 17, 2018
As we ring in 2018, many cautious investors are looking over their shoulders and asking: Is this the right time to hedge equities?
Liquid alternatives|Options|
Institutional investor|Consultant|
/blog/is-2018-the-time-to-hedge-your-equity-bets
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Blog
Are Your Equity Income Dividends Too Concentrated?
Alex Paulsen
January 3, 2018
January 3, 2018
<span>Has a single-minded focus on generating the highest yields led to unintended consequences for your portfolio? Learn how concentration at the security or sector level affects performance and diversification.</span>
Income|
Wealth manager|Institutional investor|Consultant|
/blog/how-concentrated-are-your-dividends
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Blog
The Yuan and the Truth About Emerging-Market Currencies
Tim Atwill
Ph.D., CFA
December 13, 2017
December 13, 2017
<p>What the Chinese yuan’s roller-coaster moves can teach investors about being skeptical when it comes to investing in emerging markets with “managed” currencies.</p>
Emerging markets|
/blog/the-yuan-and-the-truth-about-emerging-markets-currencies
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Blog
ESG Investing: What’s in a Screen?
Martha Strebinger
CFA
December 6, 2017
December 6, 2017
<p>Find out how screens divvy up the eligible investment universe to construct portfolios that meet specific environmental, social, and governance criteria.</p>
Responsible investing-SRI-ESG|
Wealth manager|Institutional investor|Consultant|
/blog/what-is-in-a-socially-responsible-investing-screen
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Blog
Tax Alpha: How to Measure and Maximize
Rey Santodomingo
CFA
November 8, 2017
November 8, 2017
Learn how to measure the effectiveness of your tax-efficient investing strategies using our tax alpha equation. Our expert also discusses which market conditions are favorable to maximizing tax alpha.
Tax management|
Wealth manager|
/blog/tax-alpha-how-to-measure-and-maximize
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Blog
What Is Socially Responsible Investing?
Jennifer Sireklove
CFA
November 1, 2017
November 1, 2017
Leave the acronyms behind and find out what ethical investing is really about. Our expert cuts through the jargon to focus on the three key objectives of responsible investors.
Responsible investing-SRI-ESG|
Wealth manager|Consultant|Institutional investor|
/blog/an-acronym-free-introduction-to-responsible-investing
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Blog
How Fair Is Fair-Value Pricing?
Tim Atwill
Ph.D., CFA
October 25, 2017
October 25, 2017
Fair-value pricing was introduced to solve one set of problems, but it created others, including distorting mutual-fund valuations. Our expert digs in to its impact on benchmarks.
Emerging markets|
Institutional investor|Wealth manager|Consultant|
/blog/how-fair-is-fair-value-pricing
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Blog
Two Reasons to Consider Call Options
Tom Lee
CFA
October 11, 2017
October 11, 2017
<span>Find out how to use call options for income generation and to act on speculative opportunities. Our expert shows how, when accessed prudently, selling call options can be a valuable addition to an investor’s tool kit.</span>
Options|
Consultant|Institutional investor|
/blog/two-reasons-to-consider-call-options
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Blog
Why You Should Diversify Your Dividend-Investing Strategy
Alex Paulsen
October 4, 2017
October 4, 2017
<span>Learn why diversification matters in dividend investing—and why our expert believes you should think twice before simply reaching for the highest-yielding securities.</span>
Income|
/blog/why-you-should-be-diversifying-your-dividends
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Blog
Why Downside Protection Matters in Emerging Markets
Tim Atwill
Ph.D., CFA
July 31, 2017
July 31, 2017
<p>What is downside protection, and why does it matter for emerging-market investors? We examine historical sell-offs and discuss strategies for establishing downside protection.</p>
Emerging markets|
Wealth manager|Institutional investor|Consultant|
/blog/downside-protection-matters-in-em
