Direct Indexing Solutions for Tax-Efficient Diversification
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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 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.

  • April 2, 2020
Generate Better After-Tax Returns with Direct Indexing
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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
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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.

  • March 26, 2020
Risk Variation in Trend-Following Systems Risk Variation in Trend-Following Systems

Research from AlphaSimplex reviewing methodologies for determining risk exposures in trend-following systems and their impact on results.

US Asset Allocation Trends – Spring 2020 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
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Institutional Asset Allocation Trends – Spring 2020 Institutional Asset Allocation Trends – Spring 2020

Six asset allocation trends derived from in-depth analysis of institutional investment portfolios by Natixis Portfolio Clarity® consultants.

Finding Value in Lower Middle Market Private Equity
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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.

  • February 10, 2020
2020 Could See New Innovations in the Actively Managed ETF Space 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.

  • January 15, 2020
Mid-Market Private Equity: 2.0 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
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ESG Trajectory in the Fund Selection Process 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.

WCM Targets Global Growth Equity Opportunities with a Focus on Corporate Culture 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
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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<sup>®</sup> US Portfolio Trends – Summer Six Pack 2019 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
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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.

Short Is the New Long: Managing Risk and Diversification 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.

Alternative Allocations Tailored to Specific Investment Objectives 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
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From the Summit: Shaping the Future of Active Management
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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.

  • December 21, 2018
Asset Allocator’s Guide to Equity Beta-Reducing Strategies 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.

The Advisor Experience
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The Advisor Experience

Hear our clients share details about their Natixis Portfolio Clarity® experience and learn about our Comprehensive Portfolio Evaluation.

  • August 16, 2016
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