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Loss Harvesting: Realizing Losses is Only Half the Battle
NDT fixed income managers may still have an opportunity to harvest material losses.
NDT fixed income managers may still have an opportunity to harvest material losses.
Prompted by recent funded status shock experienced by some pension plans that offer lump sums, as well as new IRS regulations regarding plan provision changes, we look at modifications that could better align reality with expectation.
A Trend Strategy apparently runs completely counter to market efficiency, yet seems to have a rather uncanny ability to not just hold up during prolonged equity drawdowns, but on occasion, positively thrive.
as an institutional asset manager
under management
employees
$284 billion in physical assets + $178 billion in derivatives notional value as of 03/31/2024.
$20.2 billion in repurchase agreement notional and underlying assets are reported in both physical assets and derivatives notional value under management.
David G. Eichhorn, CFA
Chief Executive Officer and Head of Investment Strategies
NISA was again named a 2023 Greenwich Quality Leader for Overall U.S. Institutional Management Service Quality on February 14, 2024 – an honor attained for the last ten years. The award highlights asset managers who distinguish themselves from competitors by delivering superior levels of client service that help institutional investors achieve their investment goals and objectives.
Source: 2023 Greenwich Awards were announced by Coalition Greenwich on February 14, 2024. Between February and November of 2023, Coalition Greenwich conducted interviews with 708 institutional investors from 575 of the largest tax-exempt funds in the United States. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million. No compensation was paid by NISA in connection with obtaining or using this ranking. NISA was one of three 2023 recipients. Rankings do not represent any one client’s experience because they reflect an average of experiences of clients who chose to participate. Visit www.greenwich.com for more details, including past rankings and methodology.
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NISA Investment Advisors, LLC is an independent, employee owned investment management firm. We focus on risk-controlled asset management for large institutional investors.
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