portfolios investment


Is It A Portfolio Imperative To Be Fully Invested? Probably Not

Natixis AM | In Q1 I had the chance to travel and spend some time with our U.S. advisor and investor clients. While no two portfolios are identical, I was struck by one major commonality: the amount of cash and uninvested balances left in portfolios. On a recent trip to the West Coast, advisors frequently noted portfolios with 10%–40% (!) cash.