Ten years after the global financial crisis, investors are wary of a world that’s changed dramatically — and they’re struggling to make sense of what it means for their investments. Our 2018 Global Survey of Individual investors finds that despite the longest running bull market — and interest rates at historic lows — investors are wrestling with three critical conflicts.

Trust and Security

Even though the majority of investors feel more secure about their finances now, they still don’t think the world itself is a more secure place than it was in 2008.


71% feel more financially secure than they did during the financial crisis

70% don’t think the world itself is a more secure place


Get insight into who and what investors trust. Download the report.

Active vs. Passive Investing

Since the financial crisis, the debate over active vs. passive investing has been front and center in the news — largely centered on fees. While 83% of investors say fees are an important consideration in selecting investments, many may be confusing these lower fees with greater value.


Only 2/3 of investors
say they understand the difference between active and passive investing

But many have critical misconceptions...


say index funds are
less risky (they’re not)


believe passive investments will help them minimize loss (they can’t)


Read more about how investors are caught in the crossfire of the active vs. passive debate. Download the report.

Unrealistic Views on Risk and Return

While many investors may think they have a realistic view about the risks of investing, in reality they struggle with just how much risk they’re willing to take on in pursuit of double digit returns.


53% of investors say the long running bull market has made them feel secure about their investments

79% of financial professionals1 say it’s made investors complacent about risk


Learn more about investors’ perceptions of risk and volatility. Download the report.

Read the full Report

Gain insight into investor sentiment ten years after the global financial crisis.

About the Survey
Natixis Investment Managers, Global Survey of Individual Investors conducted by CoreData Research, August 2018. Survey included 9,100 investors from 25 countries.



1 Natixis Investment Managers, Global Survey of Financial Professionals conducted by CoreData Research in March 2018. Survey included 2,775 financial professionals in 16 countries.

Unlike passive investments, there are no indexes that an active investment attempts to track or replicate. Thus, the ability of an active investment to achieve its objectives will depend on the effectiveness of the investment manager.

This material is provided for informational purposes only and should not be construed as investment advice.

All investing involves risk, including the risk of loss. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments.

Natixis Distribution, L.P. is a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers.