Analysis of key asset allocation trends derived from in-depth analysis of institutional investment portfolios by Natixis Portfolio Clarity® consultants.
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.
An analysis of recent market volatility and how US-China trade turmoil may continue to affect markets and investors in the near term.
Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.
A change in the way the Fed considers interest rate policy has the potential to be very important for both markets, investors, and portfolios.
Amid interest rate uncertainty, Porfolio Strategist Jack Janasiewicz provides some insights for investors looking to reposition their fixed income allocations.
Analysis of factors contributing to projected pension shortfalls and strategies for addressing the problem while lowering overall portfolio risk.
Explore the pros and cons of four distinct methods of model portfolio construction: customized, optimized, straight line, and straight line thematic.
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.
Learn about the Natixis Portfolio Clarity® suite of model portfolios, designed to address four distinct asset allocation objectives.
Hear our clients share details about their Natixis Portfolio Clarity® experience and learn about our Comprehensive Portfolio Evaluation.