Watch
US Asset Allocation Trends – Summer 2018

The synchronized global equity rally may be winding down, and moderate model portfolios were lucky to eke out modest gains in the first half of 2018.

  • 2 days ago
Watch
The State of Global Retirement Security

Our market strategists share insight into the state of retirement security today based on the results of the 2018 Global Retirement Index.

  • 4 days ago
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
Watch
US Asset Allocation Trends: Three Reasons to Consider Active and Passive Strategies

Key findings on asset allocation and performance trends, based on in-depth analysis of moderate model portfolios.

Watch
Managing Fixed Income Allocations in a Rising Rate Environment

Research suggests some fixed income allocations may need to be readjusted to align with a rising interest rate environment.

Watch
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
Financial Professional Survey: Advice from Both Sides of the Brain

How financial professionals plan to navigate market volatility in 2018 by giving advice from both sides of the brain.

  • May 25, 2018
Watch
US and Latin America/US Offshore Outpace Peers for 2017 Performance

Insight into asset allocation trends and top performing model portfolios based on a 2017 global study of investment performance.

  • April 18, 2018
Watch
US Asset Allocation Trends – Winter 2018

Equity returns hit new highs in 2017, but which model portfolios had the best performance?

  • March 27, 2018
Watch
Natixis Portfolio Clarity® Global Portfolio Barometer Review of 2017

Natixis Investment Managers’ annual Global Portfolio Barometer offers insights into model portfolios and asset allocation decisions from across the world.

  • March 6, 2018
Watch
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
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
Watch
ESG Sustainable Developments: Why More Investors Want to Go Green

An explanation of global growing interest in sustainable strategies, including green bonds that help finance ESG-related endeavors.

Watch
How Are Institutional Investors Preparing for Market Volatility?

An AlphaSimplex alternatives specialist shares his views on ways institutional investors might prepare for increased volatility in 2018.

Watch
Institutional Investor Return Expectations Could Be Overinflated

​A Loomis Sayles fixed income specialist shares his views on the return expectations of institutional investors.

Watch
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
Watch
Breaking the Myths on Millennial Investment Views

Why assumptions about the next generation of investors and their views on investments may be all wrong.

  • November 16, 2017
Watch
The Risk Management Challenge: Investors in Search of Clarity

Financial professionals play a key role in helping investors manage risk and reach financial goals in all market conditions.

  • October 13, 2017
Watch
Winning Trust: Individual Investor Survey

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

  • September 26, 2017
Watch
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
Watch
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
Watch
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
Watch
Institutions Are Doubling Down on Risk in Search of Returns

Learn about the solutions institutional investors are implementing as they deal with risk and a low yield environment.

  • May 3, 2017
Watch
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
Watch
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