Asset Allocation Trends During the COVID Market
Watch
Asset Allocation Trends During the COVID Market

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

The Economy Is Not the Stock Market – by the Numbers The Economy Is Not the Stock Market – by the Numbers

Five key reasons that help explain why the US economy and the US stock market often do not move in tandem.

  • August 3, 2020
Equity Diversification for the Next Selloff
Listen
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?

Direct Indexing Solutions for Tax-Efficient Diversification
Watch
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.

Generate Better After-Tax Returns with Direct Indexing
Watch
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
Watch
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.

Using Analytics to Help Advisors Build Better Portfolios
Watch
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.

Using Option Strategies to Help Manage Portfolio Volatility
Watch
Using Option Strategies to Help Manage Portfolio Volatility

Learn how option strategies can help manage the volatility of equities and create a smoother ride.

  • May 28, 2019
Low Volatility Equity Investing: The Gateway Strategy
Watch
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.