Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.
Risk-mitigating and portfolio diversification ideas to help investors stay invested through market crisis for long-term financial goals.
Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.
Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.
Research from AlphaSimplex reviewing methodologies for determining risk exposures in trend-following systems and their impact on results.
Six asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.
Six asset allocation trends derived from in-depth analysis of institutional investment portfolios by Natixis Portfolio Clarity® consultants.
Nitin Gupta of Flexstone Partners discusses the benefits of focusing on the smaller companies in the global private equity markets.
Initial regulatory approvals for active non-transparent solutions are paving the way for innovations in exchange-traded funds.
Geographically diverse exposure to mid-market companies can strengthen a private equity portfolio, but achieving global exposure can be challenging.
See why identifying funds with positive ESG momentum may be a more effective predictor of future performance than the ESG rating alone.
As they search for portfolio opportunities, WCM looks at how companies define their objectives, encourage talent, and foster innovation.
Watch this brief introduction to Natixis Portfolio Clarity®, an institutional-quality portfolio analysis service for financial professionals.
Six midyear asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.
Balancing performance, fees, investment processes, and equity allocation parameters is key to evaluating target date fund managers.
Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.
Overview of alternative investment solutions designed for alpha differentiation, volatility management, downside mitigation, and interest rate mitigation.
Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.
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.
Hear our clients share details about their Natixis Portfolio Clarity® experience and learn about our Comprehensive Portfolio Evaluation.