Markets View More
Natixis’ ETF experts share encouraging development of active ETFs in 2021 as they gain exposure and momentum among investment professionals and consumers.
Despite another global wave of Covid-19 and inflation, Loomis Sayles’ Senior Macro Strategies Analyst explains why a global expansion should stay on track.
Portfolio Manager Jack Janasiewicz discusses the December Fed meeting, living with Omicron, the power of earnings, and the new market highs at year end.
Portfolio Construction View More
While tax code changes remain uncertain, the strong fourth quarter bull market continued to limit opportunities for harvesting losses in portfolios.
Weighting portfolio assets based on their Sharpe ratios may be a good alternative to mean-variance optimization to help optimize risk efficiency.
Periodic rebalancing is necessary to maintain an investor’s target risk profile, but it’s important to understand the costs and benefits.
Research View More
After thriving in the pandemic, institutions are facing the unknowns of 2022 with confidence. See why they’re saying, “Bring it on!”
ESG Insights from the 2021 Natixis Global Survey of Individual Investors.
Dave Goodsell, Executive Director of the Natixis Center for Investor Insight, and Jack Janasiewicz, Portfolio Manager at Natixis Investment Managers Solutions, dive into the results of the 2021 Natixis Global Survey of Individual Investors.
Learn about our Racial Equity investment approach that uses direct indexing to focus on companies that promote diversity, equity and inclusion.
Business, finance, and government experts consider the path to net zero at Bloomberg’s Sustainable Business Summit – Focus on Finance.
Risks of the growing, unpredictable technology sector and its infinite possibilities to meet environmental and social challenges are explored by Mirova analyst.
Wealth Management View More
Reviews changes in tax legislation, the impact of taxes on various investment vehicles, and techniques for enhancing after-tax investment returns.
While direct indexing offers tax planning and customization benefits, investors need to be comfortable with the potential for index tracking error.
Direct indexing portfolios can be customized to maximize after-tax return, align with personal values, or pursue specific investment objectives.