Viewpoints about Portfolio Construction
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Portfolio Intelligence podcast: why advisors use asset allocation models
We share our insight on the rise of asset allocation model portfolios and how new technology is changing the way financial professionals work with clients.
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Midcycle investing: a guide to portfolio construction
Different phases of the economic cycle can call for a different investment approach. We put current conditions in context and offer ideas for tilting portfolios toward midcycle opportunities.
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Debunking the four myths of model portfolios
We address some key myths about outsourcing and lay out the success many advisors have achieved from using model portfolios.
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Portfolio Intelligence podcast: where are we now in the economic cycle?
Co-Chief Investment Strategists Matthew D. Miskin, CFA, and Emily R. Roland, CIMA, provide an update on economic growth and where we could be in the current economic cycle.
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Glide paths within the glide path
Target-date glide paths go beyond the basic model of replacing equity with fixed income over time. Many other asset classes may be involved and each has its own path.
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Model behavior: the driving forces behind the growth of model portfolios
The increasing awareness of the benefits that models can offer has led to an explosion in products available to financial professionals and their clients, but the proliferation of choice requires careful navigation.
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Market downturns can help target-date investors grow their retirement savings
In times of volatility, it can be tempting to consider cutting your losses and heading for the exits. But we believe a market downturn should be viewed as an opportunity rather than a catastrophe.
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Target-date funds: enabling investors to focus on the hard work of saving for retirement
Target date funds can get investors started on saving and keep them saving, helping them fight the tendencies to be too aggressive in rising markets and too panicky in falling ones.
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Multifactor ETFs: focus on portfolio construction, not factor timing
We believe multifactor ETFs are best used as strategic portfolio construction tools for long-term investors.
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Avoid manager concentration risk with an open-architecture target-date fund
DC plan-level best practices call for open architecture investment menus, but that line of thinking hasn't always extended to target-date portfolio construction. See the forward-thinking fiduciary’s response.
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