Specialized Investment Managers, Diverse Investment ExpertiseResearch Findings
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
Dynamic Strategy Migration and the Evolution of Risk Premia
AlphaSimplex Portfolio Manager David Kuenzi presents a model for risk premia strategies, with a focus on adaptive approaches to markets.
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.
Three Strikes and You’re Out: Investors at Bat Against Volatility
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.
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.
- October 17, 2018
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.
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.
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?
Breaking the Myths on Millennial Investment Views
Why assumptions about the next generation of investors and their views on investments may be all wrong.
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.
Winning Trust: Individual Investor Survey
Investors report feeling financially secure, but results reveal they’re seeking financial professionals they can trust.
Environmental, Social and Governance Issues: Sentiment Across Surveys
Individuals want investments that reflect their personal values, but professional investors are skeptical about performance.
Preparing for the Inevitable: Individual Investor Survey
How investors are addressing the certainties of death, taxes and the inevitability of retirement funding.
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.