Individuals and professionals say ESG investing can help them align assets with personal values—and has the potential to drive real results
Insights into model portfolios and asset allocation decisions worldwide that seek to explain key drivers in performance differentials.
Our recent survey of defined contribution plan participants explores just how prepared Americans across generations are for retirement.
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.
Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.
The author examines the importance of market size in trend following strategies and highlights the significance of the size factor across managers in 2018.
AlphaSimplex Portfolio Manager David Kuenzi presents a model for risk premia strategies, with a focus on adaptive approaches to markets.
Natixis experts discuss the results of the 2018 Global Retirement Index – and key threats impacting global retirement security.
Our 2018 Global Survey of Individual investors finds that amidst a bull market and low interest rates, investors are wrestling with three critical conflicts.
The 2018 Global Retirement Index (GRI) reveals the top 10 countries for retirement security around the world.
The 2018 Global Survey of Financial Professionals revealed advisors are confident about their own ability to handle market factors for themselves and for their clients, but are concerned about investors making three key mistakes.
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.
Our market strategists share insight into the state of retirement security today based on the results of the 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.
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.
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.
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.
Investors report feeling financially secure, but results reveal they’re seeking financial professionals they can trust.
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.
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.