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Tax Management Update – Q4 2021 Tax Management Update – Q4 2021

While tax code changes remain uncertain, the strong fourth quarter bull market continued to limit opportunities for harvesting losses in portfolios.

  • January 19, 2022
Customized Equity Portfolios Invest for Racial Equality Customized Equity Portfolios Invest for Racial Equality

Learn about our Racial Equity investment approach that uses direct indexing to focus on companies that promote diversity, equity and inclusion.

  • January 19, 2022
Sharpe-Weighting: An Alternative Portfolio Construction Technique Sharpe-Weighting: An Alternative Portfolio Construction Technique

Weighting portfolio assets based on their Sharpe ratios may be a good alternative to mean-variance optimization to help optimize risk efficiency.

  • January 18, 2022

Markets View More  

Peak Fed Hawkishness – and Beyond
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Peak Fed Hawkishness – and Beyond

Portfolio Manager Jack Janasiewicz discusses the December Fed meeting, living with Omicron, the power of earnings, and the new market highs at year end.

Three Top Investor Concerns for 2022
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Three Top Investor Concerns for 2022

Varying views on a cryptocurrency correction, inflation, and the Great Resignation are shared by a panel of portfolio managers.

  • December 23, 2021
Will Washington’s Wild Ride Continue in 2022?
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Will Washington’s Wild Ride Continue in 2022?

DC insider Bob Marsh shares insight with our Government Relations specialist on Trump’s grip on the Republican Party, Biden’s approval problem, and mid-terms.

  • December 22, 2021

Portfolio Construction View More  

Portfolio Rebalancing in Uncertain Times Portfolio Rebalancing in Uncertain Times

Periodic rebalancing is necessary to maintain an investor’s target risk profile, but it’s important to understand the costs and benefits.

  • January 6, 2022
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Equity Diversification for the Next Selloff
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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?

Choosing an Optimal Target Date Solution Choosing an Optimal Target Date Solution

Balancing performance, fees, investment processes, and equity allocation parameters is key to evaluating target date fund managers.

Research View More  

2022 Institutional Outlook 2022 Institutional Outlook

After thriving in the pandemic, institutions are facing the unknowns of 2022 with confidence. See why they’re saying, “Bring it on!”

2021 Natixis Global Survey of Individual Investors ESG Insights 2021 Natixis Global Survey of Individual Investors ESG Insights

ESG Insights from the 2021 Natixis Global Survey of Individual Investors.

2021 Global Retirement Index
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2021 Global Retirement Index

The 2021 Natixis Global Retirement Index examines the factors that drive retirement security and provides a comparison tool for best practices in retirement policy.

ESG View More  

Paths to Net Zero by 2050 in Focus at Bloomberg Sustainable Summit Paths to Net Zero by 2050 in Focus at Bloomberg Sustainable Summit

Business, finance, and government experts consider the path to net zero at Bloomberg’s Sustainable Business Summit – Focus on Finance.

  • January 4, 2022
Green Vision: Travel Through Tech Odyssey Green Vision: Travel Through Tech Odyssey

Risks of the growing, unpredictable technology sector and its infinite possibilities to meet environmental and social challenges are explored by Mirova analyst.

  • December 15, 2021
Green Bonds: The Revolution in Fixed Income Green Bonds: The Revolution in Fixed Income

Mirova team members detail green bond basics, accelerating issuance, challenges, and their thoughtful methodology aimed to uncover only issues displaying integrity and ambition.

  • December 7, 2021

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