2022 Financial Professionals Report

Financial professionals are at a turning point after the pandemic. The 2022 Natixis Global Survey of Financial Professionals takes a deep dive into four key insights for business growth.

2022 Millennial Investor Report

Results from the 2021 Natixis Global Survey of Individual Investors reveal how Millennials are changing as they start to turn 40.

2022 Fund Selector Outlook

Fund selectors look past Covid to bigger risks in 2022.

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

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

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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.

2021 Natixis Global Survey of Individual Investors

The 2021 Natixis Global Survey of Individual Investors reveals how the global pandemic affected investors’ finances, health, and emotions.

2021 ESG Investor Insight Report

Investors and professionals are warming up to the potential of ESG. Our research offers insight into five critical questions about ESG investing.

2021 Institutional Outlook

Get seven critical insights into how institutions will tackle risks, opportunities, and challenges in an uncertain 2021.

2020 Global Retirement Index

The 2020 Global Retirement Index identifies five critical risks to retirement security – recession, interest rates, public debt, climate change, and income inequality – and what they mean for the industry.

2020 Global Survey of Financial Professionals

Results from the 2020 Global Survey of Financial Professionals reveal optimistic growth goals and the opportunity for professionals to recalibrate strategy and rethink business models.

2019 Global Survey of Professional Fund Buyers

Results from the 2019 Global Survey of Professional Fund Buyers predicted increased equity volatility and illustrate how professionals have been positioning portfolios for riskier market scenarios.

  • April 3, 2020
Financial Professionals Focus on Human Dynamics in Response to Growing Digital Competition

The competitive landscape is changing and financial professionals shed light on how they can differentiate themselves in an increasingly digital world.

2020 Institutional Outlook

The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.

  • December 4, 2019
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2019 Global Insurance Survey

Insurers around the world are stuck between a rock and a hard place. Low rates inflate liabilities, but regulation prevents insurers from pursuing alternatives.

  • November 25, 2019
2019 Global Retirement Index

The 2019 Global Retirement Index reveals three critical threats to retirement security – interest rates, demographics, and climate change – as well as what they mean for individuals and institutions.

  • September 19, 2019
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2019 Natixis Global Survey of Individual Investors

The 2019 Natixis Global Survey of Individual Investors reveals that investors are conflicted about risk, returns and what they can expect from their investments.

  • July 15, 2019
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ESG Investing Survey: Investors Want the Best of Both Worlds

Individuals and professionals say ESG investing can help them align assets with personal values — and has the potential to drive real results.

  • May 16, 2019
2019 Defined Contribution Plan Participant Survey

Our recent survey of defined contribution plan participants explores just how prepared Americans across generations are for retirement.

  • April 4, 2019
Concerns and Expectations of Professional Fund Buyers for 2019

From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.

  • April 4, 2019
2018 Global Retirement Index

The 2018 Global Retirement Index (GRI) reveals how retirement security has been threatened in the ten years since the financial crisis – and identifies the top countries for retirement security around the world.

  • September 6, 2018
Top Concerns for Professional Fund Buyers in 2018

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.

  • June 15, 2018
Four Key Insights into Establishing the California Green Bond Market

Investor motivations, perceptions, and knowledge gaps that may influence the state of California’s green bond market.

  • March 2, 2018