Latest Insights

2020 Institutional Outlook

The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.

  • 3 days ago
Sustainable Investing and Tomorrow’s Portfolio Growth Opportunities

History tells us that companies focused on long-term sustainable growth can deliver better portfolio opportunities to investors than companies fixated on their past success.

ETFs and Index Investing in 2020: 3 Trends for Investors to Consider

A look at non-transparent ETFs, direct indexing, and fixed income ETF strategies with Nick Elward, Head of Business Development and ETFs at Natixis.

Markets View More  

Low Volatility Investing: An Effective Risk Management Tool Low Volatility Investing: An Effective Risk Management Tool

The versatility of minimum volatility equity strategies may calm investors’ emotions through uncertain times.

The Outlook on Outlooks The Outlook on Outlooks

Chief Market Strategist David Lafferty discusses the pros and cons of annual market predictions and outlooks.

Core Plus Bond Team Views Core Plus Bond Team Views

Peter Palfrey and Rick Raczkowski of the Loomis Sayles Core Plus Bond Team discuss the fund’s objectives and the strategy.

Portfolio Construction View More  

ESG Trajectory in the Fund Selection Process ESG Trajectory in the Fund Selection Process

See why identifying funds with positive ESG momentum may be a more effective predictor of future performance than the ESG rating alone.

MVIN Marks 3 Years as a Top-Rated International Equity ETF MVIN Marks 3 Years as a Top-Rated International Equity ETF

The Natixis Seeyond International Minimum Volatility ETF (MVIN) seeks to minimize risk while enhancing portfolio diversification.

5 Ways to Effectively Use Asset Allocation Funds 5 Ways to Effectively Use Asset Allocation Funds

Learn how asset allocation funds can be used to reduce transaction costs, minimize taxes, and provide steady market exposure during transitions.

Research View More  

2019 Global Insurance Survey
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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
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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 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.

ESG View More  

Combining Investor and Climate Change Goals for Better Outcomes Combining Investor and Climate Change Goals for Better Outcomes

Perspectives on investing for a low carbon world and delivering competitive returns from a Mirova sustainable investments research analyst.

ESG Investing for Retirement
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ESG Investing for Retirement

Learn about the target date retirement funds that use ESG (environmental, social, governance) factors in the investment process.

  • September 13, 2019
The Worth of Water Security for Sustainable Companies The Worth of Water Security for Sustainable Companies

Investors may want to pay attention to companies committed to addressing water security challenges and sustainable economic development.

Wealth Management View More  

Intelligent Indexing: A Strategy for Taking On Costly Taxes Intelligent Indexing: A Strategy for Taking On Costly Taxes

Kevin Maeda of Active Index Advisors® on how mitigating the tax costs of investing can help investors keep more of what they earn.

Building Better Models Requires a Consistent Risk Framework Building Better Models Requires a Consistent Risk Framework

Amid interest rate uncertainty and evidence of slowing growth, the most effective model portfolios may be those that prioritize risk management.

Using Factor Analysis to Build Better Portfolios Using Factor Analysis to Build Better Portfolios

Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.

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