Key findings on asset allocation and performance trends, based on in-depth analysis of moderate model portfolios.
Research suggests some fixed income allocations may need to be readjusted to align with a rising interest rate environment.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
How financial professionals plan to navigate market volatility in 2018 by giving advice from both sides of the brain.
Insight into asset allocation trends and top performing model portfolios based on a 2017 global study of investment performance.
Equity returns hit new highs in 2017, but which model portfolios had the best performance?
Natixis Investment Managers’ annual Global Portfolio Barometer offers insights into model portfolios and asset allocation decisions from across the world.
Investor motivations, perceptions, and knowledge gaps that may influence the state of California’s green bond market.
Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.
An explanation of global growing interest in sustainable strategies, including green bonds that help finance ESG-related endeavors.
An AlphaSimplex alternatives specialist shares his views on ways institutional investors might prepare for increased volatility in 2018.
A Loomis Sayles fixed income specialist shares his views on the return expectations of institutional investors.
After a decade of low interest rates, low volatility, and high investment returns, are professional investors prepared for what’s ahead in 2018?
Why assumptions about the next generation of investors and their views on investments may be all wrong.
Financial professionals play a key role in helping investors manage risk and reach financial goals in all market conditions.
In today’s complex markets, the majority of investors surveyed trust themselves and their financial professional with investment decisions.
Investors report feeling financially secure, but results reveal they’re seeking financial professionals they can trust.
With asset class returns broadly positive in the first half of 2017, see what worked best and why.
Individuals want investments that reflect their personal values, but professional investors are skeptical about performance.
How investors are addressing the certainties of death, taxes and the inevitability of retirement funding.
How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.
Learn about the solutions institutional investors are implementing as they deal with risk and a low yield environment.
Institutional investors see geopolitical upheaval continuing through 2017 and are adjusting allocations as a result.
As investors save for retirement, why financial professionals, employers, and policy makers should stand ready to help.