Institutional Brochure
Institutional Investment Strategies Brochure
Portfolio Construction
Direct Indexing Solutions for Tax-Efficient Diversification
Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.
Managing Volatility: Strategies for Emotional Markets
Risk-mitigating and portfolio diversification ideas to help investors stay invested through market crisis for long-term financial goals.
Generate Better After-Tax Returns with Direct Indexing
Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.
Tax-Efficient Portfolio Transitions Using Direct Indexing
Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.
MVIN Performs Strongly Amidst Market Volatility
The ETF strategy seeks to help cushion portfolios from the type of market volatility that occurred as a result of COVID-19 concerns.
Risk Variation in Trend-Following Systems
Research from AlphaSimplex reviewing methodologies for determining risk exposures in trend-following systems and their impact on results.
- March 10, 2020
- Kathryn M. Kaminski
US Asset Allocation Trends – Spring 2020
Six asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.
- March 9, 2020
- Michael Dembro
Institutional Asset Allocation Trends – Spring 2020
Six asset allocation trends derived from in-depth analysis of institutional investment portfolios by Natixis Portfolio Clarity® consultants.
- March 2, 2020
- Mark J. Cintolo
Finding Value in Lower Middle Market Private Equity
Nitin Gupta of Flexstone Partners discusses the benefits of focusing on the smaller companies in the global private equity markets.
Investment Strategies for 2020
Natixis investment strategists profile institutional solutions that may align with the market outlook for 2020.
2020 Could See New Innovations in the Actively Managed ETF Space
Initial regulatory approvals for active non-transparent solutions are paving the way for innovations in exchange-traded funds.
Mid-Market Private Equity: 2.0
Geographically diverse exposure to mid-market companies can strengthen a private equity portfolio, but achieving global exposure can be challenging.
- December 2, 2019
ESG Trajectory in the Fund Selection Process
See why identifying funds with positive ESG momentum may be a more effective predictor of future performance than the ESG rating alone.
- November 25, 2019
- Gregory V. Kanarian
WCM Targets Global Growth Equity Opportunities with a Focus on Corporate Culture
As they search for portfolio opportunities, WCM looks at how companies define their objectives, encourage talent, and foster innovation.
Using Analytics to Help Advisors Build Better Portfolios
Watch this brief introduction to Natixis Portfolio Clarity®, an institutional-quality portfolio analysis service for financial professionals.
Natixis Portfolio Clarity® US Portfolio Trends – Summer Six Pack 2019
Six midyear asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.
- September 4, 2019
- Michael Dembro
Choosing an Optimal Target Date Solution
Balancing performance, fees, investment processes, and equity allocation parameters is key to evaluating target date fund managers.
- August 29, 2019
- Kevin McCullough
Staying Invested While Managing Volatility Risk
A discussion of strategies available to investors looking to manage volatility risk while taking advantage of growth opportunities that can result from market movements.
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 3, 2019
- Sean Kaukas - Mark J. Cintolo
Using Option Strategies to Help Manage Portfolio Volatility
Learn how option strategies can help manage the volatility of equities and create a smoother ride.
Focused Growth Approach of WCM Investment Management
Members of WCM’s investment team explain why two overlooked elements – moat trajectory and corporate culture – are the keys to uncovering the best long-term, global growth opportunities.
Short Is the New Long: Managing Risk and Diversification
Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.
- May 23, 2019
- Kathryn M. Kaminski
Low Volatility Equity Investing: The Gateway Strategy
With more than 40 years of experience using index options to manage equity risk, Gateway Investment Advisers offers unique insights on market volatility.
Active Tax Management: A Year-Round, All-Markets Approach
Thinking about taxes only once a year or only in down markets may be an outmoded approach to tax management.
Alternative Allocations Tailored to Specific Investment Objectives
Overview of alternative investment solutions designed for alpha differentiation, volatility management, downside mitigation, and interest rate mitigation.
- January 23, 2019
From the Summit: Shaping the Future of Active Management
Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.
Asset Allocator’s Guide to Equity Beta-Reducing Strategies
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.
- November 15, 2018
- Brian Kmetz
The Advisor Experience
Hear our clients share details about their Natixis Portfolio Clarity® experience and learn about our Comprehensive Portfolio Evaluation.
- August 16, 2016