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The Advisor's Role as "Chief Financial Officer" in Client Retirement
Natixis Portfolio Clarity® Global Portfolio Barometer Review of 2017
A Case for ESG and Sustainable Investing
Specialized Investment Managers, Diverse Investment Expertise
Global Homepage Portfolio Construction
US and Latin America/US Offshore Outpace Peers for 2017 Performance
Insight into asset allocation trends and top performing model portfolios based on a 2017 global study of investment performance.
Natixis Portfolio ClaritySM UK Portfolio Barometer Q4 2017 Review
Review analysis and trends from 51 model risk-rated portfolios managed by UK financial adviser and wealth management firms in the three months ending December 2017.
- March 27, 2018
- Research Findings
Natixis Portfolio Clarity® Global Portfolio Barometer Review of 2017
Natixis Investment Managers’ annual Global Portfolio Barometer offers insights into model portfolios and asset allocation decisions from across the world.
- March 6, 2018
- Research Findings
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
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
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
Portfolio Research
Build more durable portfolios leveraging our institutional caliber research, analysis, and insight.
- September 19, 2016