Institutional Brochure
Institutional Investment Strategies Brochure
Latest Insights
Private Equity Investing During Crisis Markets
COVID crisis factors for private equity investments, sector outlooks, exits and opportunities are examined by Nitin Gupta, Managing Partner at Flexstone Partners.
- August 4, 2020
Assessing Increasing COVID-19 Case Counts and Markets
Vaughan Nelson CEO and Portfolio Manager Chris Wallis shares insights on the economic recovery and near-term market risks.
August Outlook: Is the Market Poised for a Breakout?
While COVID-19 challenges remain, many key indicators of a global recovery persist.
Markets View More
What’s Keeping Quants Up at Night?
Dr. Kathryn Kaminski examines historical market crises and explains how trend following strategies can provide insights on current market conditions.
Noisy Summer: Headlines May Be Obscuring a Persistent Recovery
While challenges related to the COVID-19 pandemic remain, evidence suggests that the post-crisis rebound can continue.
July Market Outlook: Slowly Reopening, with an Eye Toward Risks
Headline risks remain, while a slow return to normal remains under way. Expectations for a return to pre-COVID levels of activity should remain measured.
Portfolio Construction View More
Equity Diversification for the Next Selloff
With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?
- June 18, 2020
- Mark J. Cintolo
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Using Factor Analysis to Build Better Portfolios
Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.
- June 9, 2020
- Sean Kaukas - Mark J. Cintolo
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COVID-19 Recovery: Preparing for Volatility Risk
Investors may want to consider elevated volatility risk as they think about positioning portfolios for a COVID-19 market recovery.
Research View More
Times Like These: Financial Professionals Chart a Course From a Pandemic Market to Profitable Growth
Results from the 2020 Global Survey of Financial Professionals reveal optimistic growth goals and the opportunity for professionals to recalibrate strategy and rethink business models.
The Future of Work: Insights for HR Benefits Professionals
Phil Jordan of BW Research discusses the benefits and policies most likely to help attract and retain top talent in today’s evolving US workforce.
Out of the Frying Pan: Institutional Investors Are Responding to a Daunting – and Growing – Set of Challenges
Institutions face an environment without precedent in global politics, finance and economics. They are developing creative solutions to navigate it, drawing on a wider variety of assets and resources than ever to pursue their investment mandates.
ESG View More
Mirova: More Than 35 Years of Sustainable Investing Expertise
CEO/CIO Jens Peers discusses the growing interest in ESG investing and Mirova’s long history and experience with sustainable strategies.
- June 30, 2020
- Jens Peers
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Weathering the Pandemic: Natixis Sustainable Future Funds
Veteran target date manager Chris Sharpe discusses how target date funds can make it easier for investors to stay the course in changing markets.
Sustainable Strategies Proved Resilient in Market Downturn
Portfolio Manager Jens Peers discusses Mirova’s sustainable investing strategies in the context of the coronavirus pandemic and market volatility.
Topics
- Market Outlook
- Equities
- ESG Investing
- Volatility
- Risk
- Research Findings
- Economy
- Fixed Income
- Portfolio Consulting
- Investor Sentiment
- Alternatives
- Diversification
- Geopolitics
- Macroeconomics
- Public Policy
- Retirement Planning
- Practice Management
- Taxes
- Retirement Security
- Disruption
- Interest Rates
- Active Management
- ETFs
- Retirement