ESG Trajectory in the Fund Selection Process

See why identifying funds with positive ESG momentum may be a more effective predictor of future performance than the ESG rating alone.

5 Ways to Effectively Use Asset Allocation Funds

Learn how asset allocation funds can be used to reduce transaction costs, minimize taxes, and provide steady market exposure during transitions.

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Finding Opportunities in Divergent Outlooks

A lack of consensus on the investment outlook for 2020 may argue for a more nimble approach to portfolio construction and rebalancing in the new year.

Building Better Models Requires a Consistent Risk Framework

Amid interest rate uncertainty and evidence of slowing growth, the most effective model portfolios may be those that prioritize risk management.

US Institutional Asset Allocation Trends

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

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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.

Natixis Portfolio Clarity® US Portfolio Trends – Summer Six Pack 2019

Six midyear asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.

Choosing an Optimal Target Date Solution

Balancing performance, fees, investment processes, and equity allocation parameters is key to evaluating target date fund managers.

Understanding US-China Trade Turmoil and Its Potential Investor Impacts

An analysis of recent market volatility and how US-China trade turmoil may continue to affect markets and investors in the near term.

Using Factor Analysis to Build Better Portfolios

Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.

Interest Rates: Why the Fed’s New Narrative Is ‘Lower for Longer’

A change in the way the Fed considers interest rate policy has the potential to be very important for both markets, investors, and portfolios.

Fixed Income Investing: Roles Your Bond Portfolio Can Play

Amid interest rate uncertainty, Porfolio Strategist Jack Janasiewicz provides some insights for investors looking to reposition their fixed income allocations.

Asset Allocator’s Guide to Equity Beta-Reducing Strategies

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.