SMAs Designed for a Variety of Investor Goals
Natixis Model Portfolio Program
Research Findings
Financial Professionals Focus on Human Dynamics in Response to Growing Digital Competition
The competitive landscape is changing and financial professionals shed light on how they can differentiate themselves in an increasingly digital world.
2020 Institutional Outlook
The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.
2019 Global Insurance Survey
Insurers around the world are stuck between a rock and a hard place. Low rates inflate liabilities, but regulation prevents insurers from pursuing alternatives.
Top 10 Countries for Retirement Security
The 2019 Global Retirement Index (GRI) reveals the top 10 countries for retirement security around the world.
2019 Global Retirement Index
The 2019 Global Retirement Index reveals three critical threats to retirement security – interest rates, demographics, and climate change – as well as what they mean for individuals and institutions.
6 Insights About Millennial Investors
Our research reveals why assumptions about Millennial investors may be all wrong.
Six Simple Reasons Why Yesterday’s Volatile Markets Are a Wake-Up Call for Investors Today
The 2019 Natixis Global Survey of Individual Investors reveals that investors are conflicted about risk, returns and what they can expect from their investments.
ESG Investing Survey: Investors Want the Best of Both Worlds
Individuals and professionals say ESG investing can help them align assets with personal values — and has the potential to drive real results.
Nowhere to Hide: 2018 Global Barometer Compares Portfolios from 7 Regions
Insights into model portfolios and asset allocation decisions worldwide that seek to explain key drivers in performance differentials.
2019 Defined Contribution Plan Participant Survey
Our recent survey of defined contribution plan participants explores just how prepared Americans across generations are for retirement.
Concerns and Expectations of Professional Fund Buyers for 2019
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.
2019 Institutional Outlook
Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.
How Market Size Matters in Trend Following Futures Strategies
The author examines the importance of market size in trend following strategies and highlights the significance of the size factor across managers in 2018.
- March 1, 2019
- Kathryn M. Kaminski
Five Threats to Global Retirement Security
Natixis experts discuss the results of the 2018 Global Retirement Index – and key threats impacting global retirement security.
Investor Sentiment 10 Years After the Global Financial Crisis
Our 2018 Global Survey of Individual investors finds that amidst a bull market and low interest rates, investors are wrestling with three critical conflicts.
Top 10 Countries for Retirement Security
The 2018 Global Retirement Index (GRI) reveals the top 10 countries for retirement security around the world.
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.
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.
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.
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.
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.
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.
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?
Environmental, Social and Governance Issues: Sentiment Across Surveys
Individuals want investments that reflect their personal values, but professional investors are skeptical about performance.
Riding the Aftershock: Wholesale Portfolio Manager Survey
How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.
Facing Volatility and Embracing Risk: Institutional Investor Survey
Institutional investors see geopolitical upheaval continuing through 2017 and are adjusting allocations as a result.
Defined Contribution Survey – Attitudes, Actions, Assessments
As investors save for retirement, why financial professionals, employers, and policy makers should stand ready to help.