Watch
From the Emotional to the Empirical

Actionable insights from advisors on how to retain clients and drive growth in the pandemic market.

Times Like These: Financial Professionals Chart a Course From a Pandemic Market to Profitable Growth

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.

Four Insights on the Pandemic Market and Investor Behavior

Results from our Global Survey of Financial Professionals, conducted in the midst of the pandemic, show that volatility and recession are top concerns and reveal insight into investor behavior in uncertain markets.

Out of the Frying Pan: Institutional Investors Are Responding to a Daunting – and Growing – Set of Challenges

Institutions face an environment without precedent in global politics, finance and economics. They are developing creative solutions to navigate it, drawing on a wider variety of assets and resources than ever to pursue their investment mandates.

Global Barometer: How Advisor Portfolios Were Positioned Heading into 2020

See how moderate portfolios varied by geographic region at the end of 2019 in the Natixis Investment Managers Global Portfolio Barometer.

  • April 24, 2020
The Age of Anxiety: Professional Fund Buyers Seek Alpha, Diversification – and Defense

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
Were Advisors Prepared for the 2020 Market Meltdown?

Our Portfolio Barometer looks at how Latin American & US Offshore advisor portfolios were positioned going into 2020.

  • April 1, 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
Watch
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
Watch
Top 10 Countries for Retirement Security

The 2019 Global Retirement Index (GRI) reveals the top 10 countries for retirement security around the world.

  • October 23, 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
6 Insights About Millennial Investors

Our research reveals why assumptions about Millennial investors may be all wrong.

  • August 27, 2019
As Volatility Disappeared in Early 2019, Advisors Moved Back into Equities

As volatility eased in 2019, advisors took on more risk in their portfolios, according to the Latin American & US Offshore Advisors Portfolio Barometer.

  • August 26, 2019
Latin America has the Greatest Global Demand for ESG Investments

Latin American investors have strongest appetite for ESG investments, and say they offer them the best of both worlds.

  • August 5, 2019
Watch
Six Simple Reasons Why Yesterday’s Volatile Markets Are a Wake-Up Call for Investors Today

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
Watch
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
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
Watch
2019 Institutional Outlook

Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.

  • March 4, 2019
Investor Sentiment 10 Years After the Global Financial Crisis

Our 2018 Global Survey of Individual investors finds that amidst a bull market and low interest rates, investors are wrestling with three critical conflicts.

  • November 16, 2018
Watch
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
Watch
Institutional Investor Survey: Preparing for a Market Shift

Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.

  • February 22, 2018
Risk on the Horizon: Institutional Investor Outlook for 2018

After a decade of low interest rates, low volatility, and high investment returns, are professional investors prepared for what’s ahead in 2018?

  • December 5, 2017
Winning Trust: Individual Investor Survey

Investors report feeling financially secure, but results reveal they’re seeking financial professionals they can trust.

  • September 26, 2017
Environmental, Social and Governance Issues: Sentiment Across Surveys

Individuals want investments that reflect their personal values, but professional investors are skeptical about performance.

  • June 13, 2017
Preparing for the Inevitable: Individual Investor Survey

How investors are addressing the certainties of death, taxes and the inevitability of retirement funding.

  • June 6, 2017
Riding the Aftershock: Wholesale Portfolio Manager Survey

How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.

  • May 4, 2017
Facing Volatility and Embracing Risk: Institutional Investor Survey

Institutional investors see geopolitical upheaval continuing through 2017 and are adjusting allocations as a result.

  • March 14, 2017
Defined Contribution Survey – Attitudes, Actions, Assessments

As investors save for retirement, why financial professionals, employers, and policy makers should stand ready to help.

  • November 21, 2016


2531477.1.1