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Fixed income
Active fixed income investments uncover yield and value opportunities while mitigating risk. Tap into Natixis Investment Managers’ expertise.
Portfolio analysis & consulting
In-depth portfolio analysis to identify and measure sources and drivers of risk and return that can be applied to asset allocation in client portfolios.
Macro Insights
Get data-driven analysis of today’s capital markets that looks beyond the headlines and helps you put current events into better context.
Tools of the Trade
Tap into insights, portfolio analysis techniques, and educational tools to explore trends, navigate rapidly changing markets, and uncover opportunities.
Diversity, Equity and Inclusion
We continuously work to create an environment that promotes diversity, equity, and inclusion in all its forms, across gender, race, religion, sexual orientation, disability, ethnicity, and background.

Tools of the Trade®

Build your investment skills. Grow your practice. Enlighten your clients.

Tap into insights, portfolio analysis techniques, and educational tools to explore trends, navigate rapidly changing markets, and uncover opportunities. Earn CE credit on demand or contact us to learn more about our program.

Advisor education

The seminars below are packed with actionable information to help you build your business, no matter what the markets are doing.

  • Why Model Portfolios Are Fueling High-Growth Practices
  • Why SMAs Are Right for Your Clients – and Your Practice
  • Five Financial Truths About Millennials at 40


CE credit

Get valuable continuing education credits and take a deep dive into topics and trends in investing.

  • Deep Dive into Model Portfolio Construction
  • Evaluating Fixed Income Strategies Through Multiple Lenses
  • The Big Reset: Post-Pandemic Markets
  • Techniques for Mitigating Tax Costs in Investing
  • ESG and the Future of Work

Investor education

These investor seminars are designed to support you as you have important conversations with your clients.

  • Investing and Taxes
  • Direct Indexing: A Smarter Way to Index
  • Three Secrets to Becoming a Better Investor
  • Bond Basics

Earn CE credit on demand or contact us to learn more about our program.

Fixed income

Advisor education

CE Eligible: Evaluating fixed income strategies through multiple lenses

Learn how to apply techniques to solve common fixed income portfolio issues, including taking risk efficiently, adequate downside protection, short-term capital preservation, and differentiated strategies within a portfolio.

Investor education

Seminar: Bond basics

Investors will learn the basics of bond investing, including what a bond is, who issues bonds and why, and how investors get paid.

Client handout: Bond basics

A quick reference guide for investors on how bonds work, their potential risks and rewards, and why active management matters.

Model portfolios

Advisor education

Seminar: Why model portfolios are fueling high-growth practices

Many advisors find that models help them more efficiently solve their business challenges, so they can spend more time where it counts – servicing their clients. In this presentation you’ll learn how to implement models in your practice, common concerns and misconceptions about models, and also about tactical rebalancing: a powerful value-add.

Tax management

Advisor education

Seminar: Why SMAs are right for your clients – and your practice

SMA usage is surging right now among financial advisors. Learn why they’re growing in popularity and how you can effectively implement them in your practice.

In many cases, investors pay more in taxes on their investments than they do in fees. This course explains how tax rates, investment vehicle type, distributions, and other factors affect the tax cost associated with investing.

Investor education

Seminar: Direct indexing: A smarter way to index

This presentation demonstrates how taxes can undermine investment returns, highlights the benefits of direct indexing in a Separately Managed Account, and walks through three case studies describing practical applications for investors.

Seminar: Investing and taxes

This course educates investors on the impact that taxes can have on investment returns and how they can impact the probability of meeting investment objectives, covers pending and/or recent changes to the tax code, and explores techniques and tools that can help mitigate tax liability within investment portfolios.

Investor insights

Advisor education

Seminar: Five financial truths about Millennials at 40

As the first Millennials enter their 40s, learn how this generation is a formidable financial force to be reckoned with. Insights from our recent investor survey reveal five key truths about them as investors.

After years of relative calm, markets have grown more volatile as investors grapple with inflation, rising rates, and valuations. Anxious clients are worried about meeting unrealistic return expectations while demanding services that go beyond portfolio construction. Learn why this means advisors will need to master new skills, adopt new products, and deliver new services.

Investor education

Seminar: Three secrets to becoming a better investor

Investors will uncover three secrets to becoming a better investor, based on insights from our recent Survey of Individual Investors. From keeping emotions in check, to setting clear objectives, to being a smart shopper, participants will walk away with better perspective on making solid, long-term investment decisions.

Client handout: Stocks or cash?

Investors will learn why stocks may perform better than cash over the long term -- and how if they're leaving money in cash, they're likely missing out.

ESG investing

Advisor education

CE Eligible: ESG and the future of work

Combining financial factors and environmental, social, and governance (ESG) elements may be an attractive way to produce sustainable, long-term returns. Learn the potential benefits of incorporating ESG in DC plans, how plan participants who seize the opportunity may be well positioned for long-term growth, and how plan administrators can effectively communicate with participants about ESG investing.

Investor education

Seminar: Sustainable, responsible, and impact investing. Understanding trends and demands.

Investors will learn what ESG is and why it matters, potential risks and opportunities, and how today's ESG landscape is evolving.

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This content may contain references to copyrights, indexes and trademarks that may not be registered in all jurisdictions. Third party registrations are the property of their respective owners and are not affiliated with Natixis Investment Managers or any of its related or affiliated companies (collectively “Natixis”). Such third party owners do not sponsor, endorse or participate in the provision of any Natixis services, funds or other financial products.

All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.

Natixis Investment Managers includes all of the investment management and distribution entities affiliated with Natixis Distribution, LLC and Natixis Investment Managers S.A. Services/products are not available to all investors in all jurisdictions.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

Natixis Advisors, LLC provides advisory services through its division Natixis Investment Managers Solutions. Advisory services are generally provided with the assistance of model portfolio providers, some of which are affiliates of Natixis Investment Managers, LLC. Natixis Advisors, LLC does not provide tax or legal advice. Please contact a tax or legal professional prior to making any investment decisions. Natixis Distribution, LLC 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.

Natixis Advisors, LLC and Natixis Distribution, LLC are located at 888 Boylston Street, Boston, MA 02199. 800-862-4863