Model portfolios are useful for their consistency and other benefits, a Natixis survey found
From tax planning to economic forecasts, industry experts provided insights
From dealing with Covid-19 to geopolitical upheaval, 2020 has been an interesting year
The pandemic has accelerated ESG, investment and tech trends
Focusing on quality provides a middle ground
Using historical returns to forecast a recovery
The firm also announces management fee reductions and other changes to its mutual fund lineup
Find out how these investors are protecting portfolios
Institutional investors are developing methods to measure exposure to climate change. Here’s what advisors need to know.
Units of the Horizons Growth TRI ETF Portfolio began trading Monday