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Why Muni Investors Should Go Long for Yield Despite Record Lows
Evan Rourke
CFA
August 11, 2020
August 11, 2020
Are record-low yields holding you back from investing in munis? Other metrics suggest you may be missing out.<br />
Fixed Income|
Institutional investor|Wealth manager|
/blog/why-muni-investors-should-go-long-for-yield
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Will a DOL Rule Kill Responsible Investing for Pension Plans?
Gwen Le Berre
August 7, 2020
August 7, 2020
A proposed new Department of Labor rule has caught the institutional investing world by surprise. What does it really mean for pension plans?<br />
Responsible investing-SRI-ESG|
Institutional investor|
/blog/will-a-dol-rule-kill-responsible-investing
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Despite Some Fallen Angels, Corporate Bond Investors Have Heaven on Their Minds
Bernie Scozzafava
CFA
August 3, 2020
August 3, 2020
More companies than ever have seen their bonds fall from investment grade to high yield. But does this really spell doom for investors?
Fixed Income|
Wealth manager|Institutional investor|
/blog/despite-some-fallen-angels
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Blog
Looking Ahead: Setting a Pace for the Second Half of 2020
Tom Lee
CFA
Jim Evans
CFA
July 27, 2020
July 27, 2020
Market volatility is expected to continue through 2020—but what does it mean for investors? Find out how to gain clarity amid uncertainty.
Market activity|Fixed Income|Tax management|Responsible investing-SRI-ESG|US equity income|
Wealth manager|
/blog/setting-a-pace-for-the-second-half-of-2020
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Don’t Fear the Premium: Highly Priced Muni Bonds Can Offer Compelling Value
Christopher Harshman
CFA
July 20, 2020
July 20, 2020
<p style="margin-bottom: 0.0001pt;"><span style="background: white; color: #111111;">Are the potential benefits of premium munis worth the high cost to investors? Find out why avoiding them may lead to missing out on great value.</span></p>
<br />
Market activity|Fixed Income|
Wealth manager|
/blog/highly-priced-muni-bonds-can-offer-compelling-value
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Blog
Prepare for the Tax Hit from Mutual Fund Gain Distributions
Rey Santodomingo
CFA
July 13, 2020
July 13, 2020
Virtually every investor pays taxes on their capital gains—but the amount you pay for gains in your mutual funds may not depend only on you.
Tax management|
Wealth manager|Institutional investor|
/blog/mutual-fund-gain-distributions
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Blog
Wall Street Versus Main Street: The Disparity Between the Market and the Economy
Tom Lee
CFA
Alex Paulsen
July 6, 2020
July 6, 2020
The relationship between stock market performance and the economy has always been tenuous, but why does the gap seem to be getting larger?<br />
Market activity|Volatility|
Wealth manager|
/blog/the-disparity-between-the-market-and-the-economy
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Blog
Defining Two Varieties of Volatility in Corporate Pension Plans
David Phillips
CFA
June 29, 2020
June 29, 2020
Some institutional investors may think surplus volatility and funded ratio volatility are the same thing. We take a deeper dive.<br />
Market activity|Liability-driven investing|
Institutional investor|
/blog/defining-two-varieties-of-volatility-in-corporate-pension-plans
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Blog
Beating the Drum: Will New Policies Turn Fossil Fuels into “Stranded Assets”?
Jennifer Sireklove
CFA
June 22, 2020
June 22, 2020
Carbon emission laws may soon deem many fossil fuel reserves unusable, but will they still have value for investors? Find out how investors can influence companies to better manage their risk of stranded assets.
Responsible investing-SRI-ESG|
Wealth manager|Institutional investor|
/blog/will-new-policies-turn-fossil-fuels-into-stranded-assets
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Blog
With Major Indexes Set for Rebalancing, How Has 2020 Reshaped Passive Investing?
Andrew Subkoviak
CFA
Rey Santodomingo
CFA
June 17, 2020
June 17, 2020
Equity indexes rebalance regularly as the investment landscape changes. How will the COVID-19 pandemic affect the next round?
Market activity|
Wealth manager|Institutional investor|
/blog/indexes-set-for-rebalancing
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Blog
Think Twice Before Hedging Currencies in Emerging Market Equity Portfolios
Greg Liebl
CFA
June 10, 2020
June 10, 2020
Are you thinking about hedging currency exposures in your emerging market equity portfolio? It may not be worth the time or expense.
Emerging markets|Market activity|Developed non-US|
Wealth manager|Institutional investor|
/blog/think-twice-before-currency-hedging-in-emerging-market-equity-portfolios
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Blog
Despite Some Cuts and Suspensions, the End Times Haven’t Come for Dividends
Mark Milner
Alex Paulsen
June 10, 2020
June 10, 2020
<p>Some dividend payers may be stressed, but index data tells us the impact isn’t fatal. We share where you might find it.</p>
US equity income|
Wealth manager|Institutional investor|
/blog/market-update-volatility
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Blog
Taxable Muni Bonds: Why Institutional Investors Should Take Notice
Brian Barney
CFA
Clint Talmo
CFA
June 8, 2020
June 8, 2020
<p><span>Updates on the state of the municipal bond market. Today: Does a surge in taxable municipal supply create opportunity for investors?<br />
</span></p>
Fixed Income|Market activity|
Wealth manager|Institutional investor|
/blog/market-update-fixed-income
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Blog
Rebalancing amid COVID-19: Turning Volatility into Opportunity
Justin Henne
CFA
June 1, 2020
June 1, 2020
Is portfolio rebalancing too risky for investors seeking to react to high market volatility? Find out how it may be easier—and more beneficial—with the help of an overlay program.
Market activity|Overlay|Volatility|
Institutional investor|
/blog/turning-volatility-into-opportunity
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Blog
After-Tax Benchmarks: Easier Said Than Done
Jennifer Sireklove
CFA
May 19, 2020
May 19, 2020
Traditional benchmarks don’t work for taxable investors seeking to put their after-tax performance in perspective. The solution? Customized benchmarks.
Tax management|
Wealth manager|Institutional investor|
/blog/after-tax-benchmarks
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Blog
Spot On: What to Know About Commodity Price Indexes
Greg Liebl
CFA
May 11, 2020
May 11, 2020
Don’t get caught up in commodity confusion. Learn how spot prices play a role in your investments.
Commodities|
Wealth manager|Institutional investor|
/blog/what-to-know-about-commodity-price-indexes
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Do Market Losses Make Now a Good Time for Portfolio Changes?
Rey Santodomingo
CFA
May 4, 2020
May 4, 2020
<p style="margin-bottom: 0.0001pt;"><span>Can a pandemic-induced market downturn become an opportunity for investors looking to modify their portfolios</span><span>? Find out why now’s the time to strike.</span></p>
Tax management|Market activity|
Wealth manager|
/blog/do-market-losses-make-now-a-good-time-for-portfolio-changes
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Blog
One Potential Coronavirus Side Effect? Higher Taxes.
Bob Breshock
Rey Santodomingo
CFA
April 27, 2020
April 27, 2020
<p style="color: #000000;">The coronavirus pandemic has upended markets, the economy, and people’s livelihoods. Learn why it could also reshape taxes.</p>
Volatility|Market activity|Tax management|
Wealth manager|
/blog/one-potential-coronavirus-side-effect
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Blog
With Oil Below Zero, Are Investors over a Barrel?
Greg Liebl
CFA
April 23, 2020
April 23, 2020
<p style="margin-bottom: 0.0001pt;"><span>Markets have just witnessed the biggest decline in crude prices since the Gulf War. What does this mean for commodity investors?</span></p>
Commodities|Market activity|Volatility|
Institutional investor|Wealth manager|
/blog/oil-collapse
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Blog
For Responsible Investors, Sunlight Is the Best Anti-Greenwashing Agent
Jennifer Sireklove
CFA
April 20, 2020
April 20, 2020
<p><span>How do you know when a company is honestly green? We provide some pointers. </span></p>
Responsible investing-SRI-ESG|
Institutional investor|Wealth manager|
/blog/best-anti-greenwashing-agent
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Blog
All That Glitters: Is Gold the Safe Haven Investors Need?
Greg Liebl
CFA
April 13, 2020
April 13, 2020
<p style="margin-bottom: 0.0001pt;"><span>With so much uncertainty surrounding equities, why is gold underperforming?</span></p>
Commodities|Market activity|Volatility|
Institutional investor|Wealth manager|
/blog/is-gold-the-safe-haven-investors-need
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Blog
Don’t Respond to Short-Term Volatility with Long-Term Portfolio Changes
Tom Lee
CFA
April 6, 2020
April 6, 2020
Low prices may tempt some investors to rush into equities. But are there still too many unknowns?
Volatility|Market activity|
Institutional investor|Wealth manager|
/blog/no-big-changes
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Blog
Durable Investment Structure Provides Opportunities for CEF Investors
Alex Paulsen
April 2, 2020
April 2, 2020
<p style="margin-bottom: 0.0001pt;"><span>It’s hard to stay invested in tough times, but that’s what it takes to unlock the value of closed-end funds.</span></p>
US equity income|
Wealth manager|
/blog/durable-investment-structure
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Blog
A Marathon, Not a Sprint: Tax-Loss Harvesting During the Downturn
Brian Langstraat
CFA
Rey Santodomingo
CFA
March 27, 2020
March 27, 2020
<p style="margin-bottom: 0.0001pt;"><span>Some advisors are clamoring for managers to harvest any and all available tax losses in their clients’ accounts. Here’s why that’s a bad idea.</span></p>
Tax management|Market activity|Volatility|
Wealth manager|
/blog/tax-loss-harvesting-during-the-downturn
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Blog
Muni Credit and COVID-19: The Current State of Municipal Credits Under Pandemic
Evan Rourke
CFA
March 27, 2020
March 27, 2020
<p style="color: #000000;">Can the municipal bond market overcome a liquidity shortage triggered by the COVID-19 pandemic? Find out which sectors carry the most risk of leading to a credit crisis.</p>
Market activity|Fixed Income|
Wealth manager|
/blog/muni-credit-and-covid-19-part-2
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Blog
Muni Credit and COVID-19: The Long-Term Impact of Municipalities Under Pandemic
Evan Rourke
CFA
March 25, 2020
March 25, 2020
<p style="color: #000000;">Will the municipal bond market survive unprecedented economic downturn amid a growing pandemic? Find out why muni credit ratings aren’t indicative of long-term creditworthiness.</p>
Market activity|Fixed Income|
Wealth manager|
/blog/muni-credit-and-covid-19
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Blog
Four Ways to Navigate Market Volatility
Tom Lee
CFA
Jeff Brown
CFA
March 25, 2020
March 25, 2020
<p><span>Disciplined investing isn’t always easy in volatile markets—but patient investors will see their discipline rewarded.</span></p>
Volatility|Market activity|Tax management|
Wealth manager|
/blog/four-ways-to-navigate-market-volatility
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Blog
Fixed Income Is Normally a Source of Liquidity. What to Do When It Isn’t?
Justin Henne
CFA
March 19, 2020
March 19, 2020
<p style="margin-bottom: 0.0001pt;"><span>As institutions seek liquidity during the coronavirus market downturn, does an episode from the 2008–2009 global financial crisis offer a lesson?</span></p>
Market activity|Overlay|Volatility|
Institutional investor|
/blog/fixed-income-is-normally-a-source-of-liquidity
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Blog
Can the Benefits of Corporate Ladders Outclimb Market Volatility?
Bernie Scozzafava
CFA
March 13, 2020
March 13, 2020
<p style="margin-bottom: 0.0001pt;"><span>Does market volatility mean vulnerability for portfolio owners with investment-grade corporate bonds? Find out why corporate laddered bonds can thrive—no matter the market cycle.<br />
</span></p>
Fixed Income|
Wealth manager|
/blog/can-the-benefits-of-corporate-ladders-outclimb-market-volatility
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Blog
What to Do in a Downturn? Keep Calm and Harvest Losses.
Rey Santodomingo
CFA
March 12, 2020
March 12, 2020
<p style="margin-bottom: 0.0001pt;"><span>As equity markets catch a nasty case of the coronavirus, what’s an investor to do? Four things to focus on amid the downturn.</span></p>
Tax management|Market activity|
Wealth manager|
/blog/what-to-do-in-a-downturn
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Blog
How Low Interest Rates Are Changing Liability-Driven Investing
David Phillips
CFA
March 9, 2020
March 9, 2020
<p style="margin-bottom: 0.0001pt;"><span>Increased interest rate sensitivity can spell trouble for unhedged pension assets. Find out what this means for liability-driven investing.</span></p>
Liability-driven investing|Volatility|Market activity|
Institutional investor|
/blog/ldi-outlook-2020
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Blog
Amid the Coronavirus Outbreak, Are Municipal Bonds Still a Safe Haven?
Nisha Patel
CFA
March 5, 2020
March 5, 2020
<p style="margin-bottom: 0.0001pt;"><span>In a time of equity market volatility, municipal bonds are doing what they’re supposed to do: diversify portfolios. Learn what may come next in the muni market. </span></p>
Fixed Income|
Wealth manager|
/blog/are-municipal-bonds-still-a-safe-haven
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Blog
To Capture the Volatility Risk Premium, Patience Is a Virtue
Michael Zaslavsky
CFA, CAIA
March 2, 2020
March 2, 2020
<p style="color: #000000;">If you have the patience, the odds for a strong volatility risk premium in 2020 are in your favor.</p>
Volatility|Market activity|Options|
Wealth manager|Institutional investor|
/blog/vrp-outlook-2020
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Blog
Can Past Pandemics Guide Investors Through Coronavirus?
Tom Lee
CFA
Evan Rourke
CFA
February 24, 2020
February 24, 2020
<p style="color: #000000;">We don’t yet know what the world will look like in the wake of coronavirus. Learn what investors should do in the meantime.</p>
Volatility|Market activity|
Wealth manager|
/blog/can-past-pandemics-guide-investors-through-coronavirus
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Blog
Power in Numbers: Can Impact Investing Increase Shareholder Engagement in 2020?
Gwen Le Berre
February 24, 2020
February 24, 2020
<p><span>Shareholder engagement is on the rise in 2020. Find out how this form of active ownership could prove to be beneficial for public equities, investors, and society. </span></p>
Responsible investing-SRI-ESG|
Wealth manager|Institutional investor|
/blog/power-in-numbers
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Where the 2020 Presidential Contenders Stand on Taxes
Rey Santodomingo
CFA
February 17, 2020
February 17, 2020
<p style="color: #000000; margin-bottom: 0.0001pt;"><span>With the possibility of a new president on the horizon, significant changes to the tax code may be on the way.</span></p>
<br />
Tax management|
Wealth manager|
/blog/where-the-2020-presidential-contenders-stand-on-taxes
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Blog
Lights, Camera, Action: Direct Indexing Takes Center Stage
Brian Langstraat
CFA
February 10, 2020
February 10, 2020
<p style="margin-bottom: 0.0001pt;"><span>Direct indexing has been called the next big thing in investing. Find out whether it’s right for your portfolio.</span></p>
Tax management|
Wealth manager|
/blog/direct-indexing-takes-center-stage
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Blog
Three Reasons to Hold On to Municipal Bonds in 2020
Jonathan Rocafort
CFA
February 3, 2020
February 3, 2020
<span>Expect 2019’s positive conditions for municipal bonds to continue into 2020.</span>
Fixed Income|Market activity|
Wealth manager|
/blog/three-reasons-to-hold-on-to-municipal-bonds-in-2020
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Emerging Market Equities: The Two False Narratives of the 2010s
Jennifer Sireklove
CFA
January 27, 2020
January 27, 2020
<p><span>With the 2010s over, are emerging market equity returns too low for comfort or too high for diversification? We say: neither. </span></p>
Emerging markets|Market activity|Developed non-US|
Institutional investor|Wealth manager|
/blog/emerging-market-equities
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A Mighty Wind: Will Economic Gusts Push the Commodity Market Through Uncertainty in 2020?
Greg Liebl
CFA
January 21, 2020
January 21, 2020
<p style="margin-bottom: 0.0001pt;"><span>The commodities market appears to be recovering, but will it continue to improve throughout 2020? Find out which economic factors will drive—or sink—the asset class in the New Year.</span></p>
Commodities|
Institutional investor|Wealth manager|
/blog/2020-commodities-outlook
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US Equity Income Outlook 2020 - Extracting Income Opportunities from Volatility
Alex Paulsen
January 13, 2020
January 13, 2020
<p style="margin-bottom: 0.0001pt;"><span>The US equity income market could be in for a wild ride in 2020. Learn how exposure diversification may help your portfolio weather the coming storm.</span></p>
Fixed Income|US equity income|
Wealth manager|Institutional investor|
/blog/2020-us-equity-income-outlook
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Blog
2020 Investment Outlook: More Questions Than Answers
Tom Lee
CFA
January 6, 2020
January 6, 2020
Will the New Year bring challenges or opportunities for investors? Yes. Find out more in our 2020 investment outlook.
Fixed Income|Volatility|Market activity|
Institutional investor|Wealth manager|
/blog/general-outlook-2020
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What’s the Difference Between Positive and Negative ESG Screens?
Jennifer Sireklove
CFA
December 18, 2019
December 18, 2019
<p><span>Positive screens include good companies, and negative ones exclude bad companies, right? Discover why they’re really just two sides of the same coin.<br />
</span></p>
Responsible investing-SRI-ESG|
Institutional investor|Wealth manager|
/blog/difference-between-positive-and-negative-esg-screens
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Blog
A Slippery Slope: Hedge with Caution in a Volatile Market
Tom Lee
CFA
December 11, 2019
December 11, 2019
<p style="margin-bottom: 0.0001pt;"><span>Hedging may seem like a safe bet, but does it pose a risk for investors? Learn why it’s important to approach equity hedging with caution in a volatile market.</span></p>
Market activity|Volatility|Emerging markets|
Institutional investor|Wealth manager|
/blog/hedge-with-caution-in-a-volatile-market
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Maximizing Tax Benefits Through Charitable Giving
Rey Santodomingo
CFA
December 4, 2019
December 4, 2019
<p><span>Is there a better way for investors to donate to charity? Learn how to maximize a portfolio’s tax benefits—and increase the size of the gift—through charitable giving.</span></p>
<br />
Tax management|
Wealth manager|
/blog/maximizing-tax-benefits-through-systematic-charitable-gifting
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Blog
Overlay: Setting the Table for Successful Fund Management
Dan Wamre
CFA
November 20, 2019
November 20, 2019
<p style="margin-bottom: 0.0001pt;"><span>Institutional investors are only as strong as their policy objectives. Explore how overlay management gives investors a taste of better portfolio management with greater returns.</span></p>
Overlay|
Institutional investor|
/blog/overlay-management
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Aggressive Tax-Loss Harvesting: An Opportunity to Reduce the Millionaire’s Tax
Jeremy Milleson
November 13, 2019
November 13, 2019
<span>Many states are imposing a millionaire’s tax with huge implications for top earners. Explore how aggressive tax-loss harvesting can soften the blow.</span>
Tax management|
Wealth manager|
/blog/aggressive-tax-loss-harvesting
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Blog
Is the Volatility Risk Premium Broken?
Tom Lee
CFA
November 7, 2019
November 7, 2019
<p style="margin-bottom: 0.0001pt;"><span>Is the volatility risk premium broken? Discover why some naysayers are thinking about it the wrong way and misunderstanding the nature of the VRP itself.</span></p>
Market activity|Volatility|Options|
Institutional investor|
/blog/is-the-volatility-risk-premium-broken
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Blog
The SEC’s New Guidance on Proxy Advisor Firms: A Solution in Search of a Problem
Gwen Le Berre
November 4, 2019
November 4, 2019
<p><span>The SEC’s August 2019 guidance on proxy advisory firms has big implications. Why they did it—and why it’s ultimately bad for investors. </span></p>
Responsible investing-SRI-ESG|
Wealth manager|Institutional investor|
/blog/the-secs-new-guidance-on-proxy-advisor-firms
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Blog
The Rise of Index Investing Still Spooks Some Investors. It Shouldn’t.
Brian Langstraat
CFA
October 30, 2019
October 30, 2019
<p style="margin-bottom: 0.0001pt;"><span>Now that passive index investing has overtaken active management, learn why this might not be as scary for the industry as it may seem. </span></p>
Tax management|Market activity|
Wealth manager|
/blog/passive-overtakes-active
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Customized Exposure Management: An Idea Still Ahead of Its Time
Jack Hansen
CFA
October 23, 2019
October 23, 2019
<p style="margin-bottom: 0.0001pt;"><span>Reducing residual cash exposure and rebalancing efficiently are key to capturing policy-based returns. So why do so many institutional investors continue to leave money on the table?</span></p>
Futures|Overlay|
Institutional investor|
/blog/customized-exposure-management
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A Tax Deferred: The Benefits and Risks of Investing in Qualified Opportunity Funds
Rey Santodomingo
CFA
October 16, 2019
October 16, 2019
<p><span>What are the tax benefits of investing in Qualified Opportunity Funds? This blog post assesses the opportunities—and the risks.</span></p>
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Tax management|
Wealth manager|
/blog/qualified-opportunity-funds
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Blog
Mirror, Mirror: The Inverse Relationship Between Commodities and the US Dollar
Greg Liebl
CFA
October 9, 2019
October 9, 2019
Prices of commodities and the US dollar are strongly linked. But is this also true at the individual commodity level?
Commodities|
Institutional investor|Wealth manager|
/blog/the-inverse-relationship-between-commodities-and-the-us-dollar
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Blog
Passive Voice: As Index Investing Grows, So Does Active Ownership
Gwen Le Berre
September 25, 2019
September 25, 2019
<p style="margin-bottom: 0.0001pt;"><span>As assets continue to flow from active management to index investing, passive shareholders will still hold companies to account.</span></p>
Responsible investing-SRI-ESG|
Wealth manager|Institutional investor|
/blog/passive-voice
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Blog
Choosing a Custom SMA Provider? What to Expect When You’re Investing.
Brian Langstraat
CFA
September 18, 2019
September 18, 2019
<p style="margin-bottom: 0.0001pt;"><span>Growing interest in customized separately managed accounts means new SMA providers are popping up to meet demand. But not all SMA providers are created equal.</span></p>
Tax management|
Wealth manager|
/blog/choosing-a-custom-sma-provider
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Blog
Interest Rate Management: How Pension Plans Can Prevent Big Drops in Funded Status
Chris Haskamp
CFA
September 10, 2019
September 10, 2019
<p style="margin-bottom: 0.0001pt;"><span>When changes in interest rates cause a pension plan’s assets to zig and its liabilities to zag, what’s a plan sponsor to do?</span></p>
Market activity|Overlay|
Institutional investor|
/blog/interest-rate-management
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Blog
What China’s Currency Manipulator Label May Mean for Emerging Markets
Greg Liebl
CFA
August 28, 2019
August 28, 2019
<p style="margin-bottom: 0.0001pt;"><span>Now that the Treasury Department has labeled China a currency manipulator, are other emerging market countries in the crosshairs?</span></p>
Emerging markets|Market activity|Volatility|
Institutional investor|Wealth manager|
/blog/china-currency-manipulator
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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
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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
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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
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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
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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
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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
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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
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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 non-US|
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
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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
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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
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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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|
/blog/2019-investment-outlook
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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
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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
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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
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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
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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.
US equity income|
Wealth manager|
/blog/nonqualified-dividends
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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
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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
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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
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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|
/blog/why-donating-stock-to-charity-beats-giving-cash
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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
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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
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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
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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
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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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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
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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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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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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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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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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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
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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
