Cruise Control or Four-Wheel Drive: Comparing Different Kinds of Smart Beta

A look at the potential benefits and risks of a range of factor-based investing strategies.

Not Your Father’s Index: Understanding Smart Beta Strategies

Not all smart beta strategies are built the same – some utilize a passive index-based approach while others are actively managed.

Natixis Portfolio ClaritySM UK Portfolio Barometer Q2 2017 Review

Review analysis and trends from 117 model risk-rated portfolios managed by UK financial adviser and wealth management firms in the three months ending June 2017.

  • September 18, 2017
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Understanding the Value of Active Share

Know how to effectively evaluate equity investment performance against a benchmark with active share.

Natixis Portfolio ClaritySM UK Portfolio Barometer Q1 2017 Review

Analysis and trends from 97 model risk-rated portfolios managed by UK financial adviser and wealth management firms in the three months ending March 2017.

  • August 17, 2017
  • Risk
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The Advisor's Role as "Chief Financial Officer" in Client Retirement

Retirement planning, liability matching, expense forecasting and the advisor's role as a client's chief financial officer.

The Long Bull Run: Is It Too Late for Investors to Consider Stocks?

Searching for value potential in a world of higher stock prices and strong economic indicators

Portfolio Consulting and Analysis

Review our comprehensive portfolio consulting and risk analysis capabilities.

  • October 19, 2016
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Portfolio Research

Build more durable portfolios leveraging our institutional caliber research, analysis, and insight.

  • September 19, 2016
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