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Tackling Climate Change Through the Municipal Bond Market
Lauren Kashmanian
April 19, 2021
April 19, 2021
<p><span>President Biden has introduced a comprehensive strategy for updating aging US infrastructure, giving investors an opportunity to focus on meaningful environmental impact.</span></p>
<br />
Responsible investing-SRI-ESG|
Wealth manager|Institutional investor|
/blog/tackling-climate-change-through-the-municipal-bond-market
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Blog
School’s Always in Session: Brush Up on Your Financial Literacy
Jennifer Sireklove
CFA
April 12, 2021
April 12, 2021
To celebrate Financial Literacy Month, our strategists share the frequently misunderstood terms all investors need to know.
Fixed Income|Responsible investing-SRI-ESG|Tax management|
Wealth manager|Institutional investor|
/blog/brush-up-on-your-financial-literacy
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Blog
When the Bond Market Gives You Lemons, Make a Ladder
Bernie Scozzafava
CFA
April 6, 2021
April 6, 2021
Current market conditions have reminded some corporate bond investors of the 2013 taper tantrum. Is that comparison fair?
Fixed Income|
Wealth manager|Institutional investor|
/blog/when-the-bond-market-gives-you-lemons
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Blog
Tax Day: How Investors Can Have Their Cake and Eat It Too
Andrew Subkoviak
CFA
March 29, 2021
March 29, 2021
Through an effective tax-managed investment strategy, losses can offset gains, turning a volatile year into another step toward achieving investment goals.
Tax management|
Wealth manager|
/blog/tax-day
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Blog
Is Inflation Around the Corner?
Tom Lee
CFA
March 22, 2021
March 22, 2021
Haunted by double-digit inflation of the past, some fear the US economy is poised for runaway inflation. Given how successfully the Fed has anchored expectations, that seems unlikely.<br />
Market activity|
Institutional investor|Wealth manager|
/blog/is-inflation-around-the-corner
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Blog
Stronger Together: What Morgan Stanley’s Acquisition of Parametric Means for Our Clients
Brian Langstraat
CFA
March 15, 2021
March 15, 2021
Now that Morgan Stanley’s acquisition of Parametric is complete, our CEO looks ahead to what it means for our clients, how it will affect the company, and what it says about the industry.<br />
Market activity|
Institutional investor|Wealth manager|
/blog/what-morgan-stanley-acquisition-of-parametric-means-for-our-clients
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Blog
Opportunities Emerge as Munis Come Back to Earth
Jonathan Rocafort
March 10, 2021
March 10, 2021
What’s behind a big surge in municipal bond yields? We look at how muni buyers can capitalize on recent volatility.
Market activity|Fixed Income|
Wealth manager|Institutional investor|
/blog/opportunities-emerge-as-munis-come-back-to-earth
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Blog
The Common-Sense Case for Real Action on Diversity and Inclusion
Jennifer Sireklove
CFA
March 8, 2021
March 8, 2021
Linking gender diversity to financial performance only muddles a vital conversation. Here’s what really matters when it comes to building a more inclusive world.
Responsible investing-SRI-ESG|
Wealth manager|Institutional investor|
/blog/case-for-real-action-on-diversity-and-inclusion
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Blog
What Does the Future Hold for Chinese Securities?
Jennifer Sireklove
CFA
March 1, 2021
March 1, 2021
How will the new presidential administration change US trade policy toward China? From what we’ve seen thus far, we don’t expect anything drastic.
Emerging markets|
Wealth manager|Institutional investor|
/blog/what-does-the-future-hold-for-chinese-securities
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Blog
Three Advantages of a Custom Passive SMA for the Taxable Investor
Rey Santodomingo
CFA
February 22, 2021
February 22, 2021
Are investors getting the best after-tax returns out of their index strategies? They may be missing out on the extra benefits of a custom passive SMA.
Tax management|
Wealth manager|
/blog/three-advantages-of-a-custom-passive-sma
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Blog
How to Use Customized Portfolios to Boost Yield
Jeff Brown
CFA
James Roccas
February 15, 2021
February 15, 2021
<p><span>How far can investors go in pursuit of excess return? We share some strategies that can help—as long as the added risk isn’t too intimidating.</span></p>
Factors|Overlay|
Wealth manager|Institutional investor|
/blog/how-to-use-customized-portfolios-to-boost-yield
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Blog
Is the US Equity Market Heading for a Bubble?
Tom Lee
CFA
February 12, 2021
February 12, 2021
A crowdsourced short squeeze is dominating headlines in the investing world. What does it mean for the US equity market as a whole?<br />
Market activity|
Institutional investor|Wealth manager|
/blog/is-the-us-equity-market-heading-for-a-bubble
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Blog
Customized SMAs: How to Make Responsible Investing Truly Personal
Gwen Le Berre
February 8, 2021
February 8, 2021
When an off-the-shelf solution doesn’t cut it, responsible investors can turn to customized SMAs to build portfolios that align with their values.<br />
Responsible investing-SRI-ESG|
Institutional investor|Wealth manager|
/blog/how-to-make-responsible-investing-truly-personal
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Blog
Municipal Bonds Win Big from Recent and Proposed Federal Stimulus
Christopher Harshman
CFA
February 4, 2021
February 4, 2021
<p style="margin-bottom: 0.0001pt;"><span style="background: white; color: #111111;">The CARES Act provided much-needed support to a municipal bond market reeling from COVID-19. What’s coming next now that the Biden administration is setting to work?</span></p>
<br />
Market activity|Fixed Income|
Wealth manager|Institutional investor|
/blog/municipal-bonds-win-big-from-recent-and-proposed-federal-stimulus
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Blog
Why Customization Is the Investment Industry’s Watchword in 2021
Tom Lee
CFA
February 1, 2021
February 1, 2021
The benefits of portfolio customization go far beyond security selection. What else can investors achieve with a separately managed account all their own?
Market activity|
Wealth manager|Institutional investor|
/blog/why-customization-is-the-investment-watchword
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Blog
2021 LDI Outlook: Hedge Liabilities Against Heightened Market Sensitivity
David Phillips
CFA
January 25, 2021
January 25, 2021
It’s not unusual for pension plans to have a sizable mismatch to interest rates and credit spreads. How much might that mismatch hurt in 2021?<br />
Market activity|Liability-driven investing|Volatility|
Institutional investor|
/blog/2021-ldi-outlook
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Blog
2021 Tax Outlook: Tax Policy Likely Takes a Back Seat to Recovery
Andrew Subkoviak
CFA
January 18, 2021
January 18, 2021
With the narrowest Senate majority, President-elect Joe Biden won’t have much room to pursue aggressive tax reform. What should taxable investors expect this year?
Tax management|Market activity|
Wealth manager|Institutional investor|
/blog/2021-tax-outlook
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Blog
2021 Responsible Investing Outlook: Three ESG Themes to Watch
Gwen Le Berre
January 11, 2021
January 11, 2021
Climate risk, diversity and inclusion, modern slavery: Three topics came to the fore in 2020 and figure to animate ESG investors in the New Year. Here’s why.<br />
Responsible investing-SRI-ESG|
Institutional investor|Wealth manager|
/blog/2021-responsible-investing-outlook
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Blog
2021 Bond Outlook: Will an Uneven Recovery Make Credit Research Even More Important?
Jonathan Rocafort
CFA
Bernie Scozzafava
CFA
January 4, 2021
January 4, 2021
After a year we’re all happy to put behind us, what’s in store for corporate and municipal credit in 2021? And how much stimulus will make it to struggling cities and states?
Fixed Income|
Wealth manager|Institutional investor|
/blog/2021-bond-outlook
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Blog
2021 Investment Outlook: Hoping for No More Surprises
Tom Lee
CFA
December 21, 2020
December 21, 2020
Between hopes for a COVID-19 vaccine and expectations for the Biden administration, how should investors think about the year ahead?
Market activity|
Wealth manager|Institutional investor|
/blog/2021-investment-outlook
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Blog
Brexit Reminds International Equity Investors to Look Beyond the Benchmark
Greg Liebl
CFA
December 17, 2020
December 17, 2020
Is your international equity allocation prepared for Brexit? Find out why the UK’s exit from Europe matters to investors around the world.
Market activity|Equities|
Wealth manager|Institutional investor|
/blog/brexit-reminds-international-equity-investors-to-look-beyond-the-benchmark
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Blog
Tracking Error: Why Deviation from a Benchmark Shouldn’t Dissuade Passive Investors from ESG
Jennifer Sireklove
CFA
December 14, 2020
December 14, 2020
What’s behind the idea that socially responsible investing hurts performance? We clear up the confusion around tracking error.
Responsible investing-SRI-ESG|
Wealth manager|Institutional investor|
/blog/tracking-error
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Blog
Using Electronic Trading to Deliver Value for Fixed Income Investors
Bernie Scozzafava
CFA
December 7, 2020
December 7, 2020
Electronic trading provides better efficiency and transparency to bond investing than ever before. But what if investors miss out on value that only fixed income professionals can add?
Fixed Income|
Wealth manager|Institutional investor|
/blog/electronic-trading-to-deliver-value-for-fixed-income-investors
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Blog
Three Ways to Maximize Tax Benefits Through Charitable Giving
Rey Santodomingo
CFA
November 30, 2020
November 30, 2020
Different approaches to charitable giving can yield very different after-tax results for investors. Which approach is best for your clients?
Tax management|
Wealth manager|
/blog/three-ways-to-maximize-tax-benefits
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Blog
How Family Offices Are Coping in a Dramatic 2020
Bob Breshock
November 23, 2020
November 23, 2020
Wealthy investors have faced an unprecedented crisis this year—and so have the professionals who manage their money. But they’re not sitting on the sidelines.<br />
Market activity|Volatility|Tax management|
Wealth manager|
/blog/how-family-offices-are-coping-in-2020
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Blog
Muni Investors Can Prioritize the “S” in ESG with Social Bonds
Lauren Kashmanian
November 16, 2020
November 16, 2020
<p><span>Fixed income issuers are starting to respond to investor demand for portfolios that reflect their principles. How can muni investors get the most out of social bonds?</span></p>
<br />
Fixed Income|Responsible investing-SRI-ESG|
Wealth manager|Institutional investor|
/blog/muni-social-bonds
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Blog
A Divided Government Puts a Premium on Compromise
Tom Lee
CFA
Jim Evans
CFA
November 9, 2020
November 9, 2020
Now that Joe Biden has recaptured the White House, how should investors think about preparing their portfolios for the next four years?<br />
Market activity|Tax management|Responsible investing-SRI-ESG|Fixed Income|Liability-driven investing|Dividends|
Wealth manager|Institutional investor|
/blog/a-divided-government-puts-a-premium-on-compromise
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Blog
Expect Volatility and a Defensive Rush Following an Unclear Election Outcome
Tom Lee
CFA
November 4, 2020
November 4, 2020
In the wake of Election Day 2020, how should investors think about preparing their portfolios?<br />
Market activity|Tax management|Responsible investing-SRI-ESG|Fixed Income|Liability-driven investing|Dividends|
Wealth manager|Institutional investor|
/blog/expect-volatility-and-a-defensive-rush
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Blog
The Core of Customization: Why a Stratified-Cells Approach Works for Bonds
Bernie Scozzafava
CFA
Dan Codreanu
CFA
Tom Luster
CFA
November 2, 2020
November 2, 2020
Portfolio customization is growing in popularity among equity investors—but does it have a place in the bond market? Learn about the benefits of stratified cells.
Tax management|Fixed Income|
Wealth manager|
/blog/the-core-of-customization
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Blog
Stop Waiting, Start Customizing: How Passive Investors Can Make Their Own Rules
Jennifer Sireklove
CFA
October 26, 2020
October 26, 2020
The recent exclusion of a high-profile company from a major equity index took many investors by surprise. But who says an index provider has to be in charge?
Market activity|
Wealth manager|
/blog/stop-waiting-start-customizing
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Blog
What the Volatility Markets Are Telling Us About the 2020 Election’s Impact
Michael Zaslavsky
CFA, CAIA
October 22, 2020
October 22, 2020
How will the uncertainty of this year’s election impact equity valuation? Learn about the implied volatility of the VIX<sup>®</sup> Index and its derivatives.<br />
Volatility|Options|Market activity|
Wealth manager|Institutional investor|
/blog/what-volatility-markets-are-telling-us
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Blog
If Tax Rates Rise Under Biden, Should Investors Realize Gains Now?
Andrew Subkoviak
CFA
October 19, 2020
October 19, 2020
Is it better to pay now or pay later? It’s a big tax management decision for investors and advisors as the 2020 election approaches.<br />
Tax management|
Wealth manager|
/blog/if-tax-rates-rise-under-biden
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Blog
Deglobalization Threatens the World Economy and Investors Alike
Tom Lee
CFA
October 12, 2020
October 12, 2020
Current projections show the steepest drop in global trade in 60 years coming. How should equity investors navigate this challenge?
Market activity|
Wealth manager|Institutional investor|
/blog/deglobalization-threatens-the-world-economy
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Blog
Should Bond Investors Be Concerned About the Low Rate Environment?
Bernie Scozzafava
CFA
Evan Rourke
CFA
October 8, 2020
October 8, 2020
Historic lows for municipal and corporate bond yields may have investors down—but are they out? Learn about the benefits of owning bonds during a low interest rate environment.
Volatility|Market activity|Fixed Income|
Wealth manager|Institutional investor|
/blog/should-bond-investors-be-concerned
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Blog
Income Investors Can Breathe Easier After 2020’s Early Dividend Drama
Mark Milner
Alex Paulsen
September 30, 2020
September 30, 2020
Between the slowing pace of payout cuts and changes in index yields, how much do income investors really need to worry about the rest of 2020?<br />
Market activity|Volatility|Dividends|
Wealth manager|
/blog/income-investors-can-breathe-easier
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Blog
Three Reasons to Consider Investing in International Equities
Greg Liebl
CFA
September 28, 2020
September 28, 2020
Buying local isn’t always the best strategy when investing in stocks. Here are three compelling reasons to consider investing beyond your home-country bias.
Volatility|Market activity|Equities|
Wealth manager|Institutional investor|
/blog/three-reasons-to-invest-in-international-equities
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Blog
If He Wins, How Would Joe Biden’s Tax Plans Affect Investors?
Andrew Subkoviak
CFA
Nisha Patel
CFA
September 21, 2020
September 21, 2020
Individual income tax rates might go up. Lower long-term capital gains rates might go away. Ahead of the election, an analysis of what this could mean for portfolios.
Tax management|Fixed Income|
Wealth manager|
/blog/if-biden-wins-how-will-his-tax-plans-affect-investors
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Blog
Crisis, Interrupted? Taking Stock of a Drawdown That Hasn’t Stuck
Alex Paulsen
September 17, 2020
September 17, 2020
Even as markets improve, investors may not be ready to reembrace risk. Closed-end fund activity offers a surprising view.<br />
Market activity|Volatility|
Institutional investor|Wealth manager|
/blog/crisis-interrupted-taking-stock-of-a-drawdown
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Blog
Taxing Times: Systematic Loss Harvesting in 2020 Versus 2008
Rey Santodomingo
CFA
September 14, 2020
September 14, 2020
Can investors capture market returns and harvest tax losses amid periods of high volatility? Find out how the markets in 2020 and in 2008 provide guidance for beneficial tax management during a crisis.
Tax management|Market activity|
Wealth manager|
/blog/systematic-loss-harvesting-in-2020-versus-2008
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Blog
What Does the Vatican’s Fossil Fuel Announcement Mean for Catholic Investors?
Bob Breshock
September 8, 2020
September 8, 2020
Will the Vatican’s “clean and renewable” energy announcement impact fossil fuel investors? Learn more about the changes to Catholic investing.<br />
Responsible investing-SRI-ESG|
Wealth manager|Institutional investor|
/blog/what-does-vaticans-fossil-fuel-announcement-mean
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Blog
The Recession We Feared Is Happening. What Should Investors Do?
Tom Lee
CFA
August 31, 2020
August 31, 2020
Despite hard times for the broader economy, investors fared surprisingly well throughout the COVID-19 pandemic. What should they do now that the big R has arrived?<br />
Market activity|
Wealth manager|Institutional investor|
/blog/the-recession-we-feared-is-happening
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Blog
Market Performance amid COVID-19 and the 1918 Flu Pandemic
Jennifer Sireklove
CFA
August 28, 2020
August 28, 2020
There are parallels between the economic impact of COVID-19 and that of the 1918 flu pandemic—but how do they stack up from a market perspective?
Volatility|Market activity|
Wealth manager|Institutional investor|
/blog/market-performance-amid-covid-and-1918-pandemic
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Blog
Investors Need Data to Make Diversity a Reality
Gwen Le Berre
August 24, 2020
August 24, 2020
For investors, companies, and employees alike, diversity makes a difference—but it takes data to know how much work is ahead.<br />
Responsible investing-SRI-ESG|
Institutional investor|Wealth manager|
/blog/investors-need-data-to-make-diversity-a-reality
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Blog
Corporate Plan Sponsors Can Reduce Treasury Rate Risk with Completion Overlays
Richard Fong
CFA
David Phillips
CFA
August 18, 2020
August 18, 2020
Credit risk remains an important consideration for defined-benefit plans—but Treasury rate exposure may be a bigger concern.<br />
Liability-driven investing|Overlay|
Institutional investor|
/blog/corporate-sponsors-reduce-treasury-risk
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Blog
Four Easy Steps to a Responsible Investing Portfolio
Jennifer Sireklove
CFA
August 17, 2020
August 17, 2020
Do you want a portfolio that reflects your principles? Learn how to begin your responsible investing journey.
Responsible investing-SRI-ESG|
Wealth manager|
/blog/four-easy-steps-to-a-responsible-investing-portfolio
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Blog
Municipal Credit Outlook: Which Sectors Will Outlast the Economic Downturn?
Nisha Patel
CFA
August 13, 2020
August 13, 2020
With downgrades and defaults on the rise, can municipal bonds outlast the recession? Find out why some sectors are more fail proof than others.
Fixed Income|Market activity|
Wealth manager|
/blog/municipal-credit-outlook
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Blog
Why Muni Investors Should Go Long for Yield Despite Record Lows
Evan Rourke
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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Blog
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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Blog
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|Dividends|
Wealth manager|
/blog/setting-a-pace-for-the-second-half-of-2020
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Blog
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|Equities|
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>
Dividends|
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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Blog
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>
Dividends|
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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Blog
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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Blog
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|Equities|
Institutional investor|Wealth manager|
/blog/emerging-market-equities
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Blog
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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Blog
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|Dividends|
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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Blog
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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Blog
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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Blog
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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Blog
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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Blog
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>
<br />
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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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
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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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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
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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
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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|Equities|
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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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
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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
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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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
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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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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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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
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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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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.
Dividends|
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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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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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
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
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
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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
