See why identifying funds with positive ESG momentum may be a more effective predictor of future performance than the ESG rating alone.
A lack of consensus on the investment outlook for 2020 may argue for a more nimble approach to portfolio construction and rebalancing in the new year.
Analysis of key asset allocation trends derived from in-depth analysis of institutional investment portfolios by Natixis Portfolio Clarity® consultants.
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With credit spreads shrinking, insurers may want to use equity style factors to pursue higher yields, mitigate drawdowns, and adapt to changing markets.
Six midyear asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.
Balancing performance, fees, investment processes, and equity allocation parameters is key to evaluating target date fund managers.
A change in the way the Fed considers interest rate policy has the potential to be very important for both markets, investors, and portfolios.
Overview of alternative investment solutions designed for alpha differentiation, volatility management, downside mitigation, and interest rate mitigation.
Equity substitutes, equity complements, and equity diversifiers. All of these strategies may play a role in risk mitigation, but they do so in different ways.
Hear our clients share details about their Natixis Portfolio Clarity® experience and learn about our Comprehensive Portfolio Evaluation.