Direct indexing seeks to deliver tax-efficient market exposures that commingled vehicles can’t match. See how one client learns the value of holding individual securities directly.
by Richard Fong, Managing Director, Investment Strategy
January 8, 2024
What are the strengths of physical versus synthetic rebalance implementations? See how the differences can affect total portfolio performance.
by Alex Zweber, Managing Director, Investment Strategy
December 18, 2023
In this whitepaper, we explore the important benchmarking alternatives and considerations and how a mosaic approach incorporates several benchmarks to paint the most complete performance picture.
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
October 30, 2023
In high-inflation environments, investors often look for strategies to help protect their assets. When inflation is unexpectedly high, commodities often provide the best protection.
by Kevin Lynyak, Managing Director; James Benadum, Director, Portfolio Manager
August 23, 2023
Preferred securities can be an attractive complement to traditional fixed income. See where they can fit in taxable investors’ portfolios.
by Antony Motl, Portfolio Manager
August 14, 2023
Can an overlay program help investors increase expected return and reduce tracking error relative to a targeted policy allocation? In this paper we delve into the most common overlay components to explore how such a framework allows for seamless integration with investment staff, underlying investment managers, and other stakeholders.
by Jennifer Sireklove, Managing Director, Investment Strategy
August 11, 2023
The two key ways to incorporate ESG characteristics into a portfolio have important differences in both implementation and outcomes. Find out how these approaches can affect both performance and real-world impacts.