Investing and the Growing Importance of Intellectual Property Investing and the Growing Importance of Intellectual Property

Intangible assets like patents account for a growing percentage of company balance sheets and can have a significant impact on business valuations.

MVIN Performs Strongly Amidst Market Volatility MVIN Performs Strongly Amidst Market Volatility

The ETF strategy seeks to help cushion portfolios from the type of market volatility that occurred as a result of COVID-19 concerns.

Natixis ETFs and NYSE: Partners in ETF Innovation Natixis ETFs and NYSE: Partners in ETF Innovation

Natixis and NYSE have filed with the SEC to launch an active non-transparent ETF strategy.

US Asset Allocation Trends – Spring 2020 US Asset Allocation Trends – Spring 2020

Six asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.

2020 Will Be a Watershed Year for Active ETFs 2020 Will Be a Watershed Year for Active ETFs

Recent regulatory approvals promise new evolutions in the ETF space.

Institutional Asset Allocation Trends – Spring 2020 Institutional Asset Allocation Trends – Spring 2020

Six asset allocation trends derived from in-depth analysis of institutional investment portfolios by Natixis Portfolio Clarity® consultants.

4 Reasons to Rebalance Portfolios 4 Reasons to Rebalance Portfolios

Portfolio rebalancing may be one of the more underrated aspects of investment management, but it’s a proven technique for pursuing better returns over time.

Why REITs Are a DIY Asset Class Why REITs Are a DIY Asset Class

REITs can improve portfolio risk, return and diversification, but despite being a unique index sector, they are often underrepresented in equity funds.

How to FIRE Up Your Practice: Financial Independence, Retire Early How to FIRE Up Your Practice: Financial Independence, Retire Early

As the FIRE Movement (Financial Independence, Retire Early) gains traction, it’s creating new opportunities for financial advisors.

Cash Can Be a Real Drag on Your Portfolio Cash Can Be a Real Drag on Your Portfolio

Before you let cash build up in a portfolio, consider other alternatives to potentially mitigate volatility, manage liquidity, and provide safety.

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.

Making an Impact in Opportunity Zones Making an Impact in Opportunity Zones

For taxable investors, Opportunity Zone investments offer a potential triple tax advantage: federal capital gains tax deferral, reduction, and exemption.

2020 Could See New Innovations in the Actively Managed ETF Space 2020 Could See New Innovations in the Actively Managed ETF Space

Initial regulatory approvals for active non-transparent solutions are paving the way for innovations in exchange-traded funds.

Building a Suite of Model Portfolios for Clients Building a Suite of Model Portfolios for Clients

Explore the pros and cons of four distinct methods of model portfolio construction: customized, optimized, straight line, and straight line thematic.

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.

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.

WCM Targets Global Growth Equity Opportunities with a Focus on Corporate Culture WCM Targets Global Growth Equity Opportunities with a Focus on Corporate Culture

As they search for portfolio opportunities, WCM looks at how companies define their objectives, encourage talent, and foster innovation.

Using Analytics to Help Advisors Build Better Portfolios
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Using Analytics to Help Advisors Build Better Portfolios

Watch this brief introduction to Natixis Portfolio Clarity®, an institutional-quality portfolio analysis service for financial professionals.

Natixis Portfolio Clarity<sup>®</sup> US Portfolio Trends – Summer Six Pack 2019 Natixis Portfolio Clarity® US Portfolio Trends – Summer Six Pack 2019

Six midyear asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.

Choosing an Optimal Target Date Solution Choosing an Optimal Target Date Solution

Balancing performance, fees, investment processes, and equity allocation parameters is key to evaluating target date fund managers.

Boxing Market Volatility With A Different Fighting Style Boxing Market Volatility With A Different Fighting Style

Taking the hits and fighting for potential returns – preparing portfolios to contend with equity market volatility.

  • August 26, 2019
How to Evaluate Different Types of Exchange-Traded Funds How to Evaluate Different Types of Exchange-Traded Funds

A look at the similarities and differences between passive, smart beta, and active ETFs.

Mind the Gap: The Hidden Risks of Smart Beta Indexing Mind the Gap: The Hidden Risks of Smart Beta Indexing

Uncovering the potential for manager risk in smart beta indexing approaches.

Understanding ETFs: How They Work Understanding ETFs: How They Work

How exchange traded funds (ETFs) work and what they can provide portfolios.

3 Reasons to Consider a Low Volatility International ETF (MVIN) 3 Reasons to Consider a Low Volatility International ETF (MVIN)

As an active international minimum volatility ETF, Seeyond’s MVIN could help prepare your portfolio for the next market cycle.

Evaluating ETF Costs: How to Calculate Secondary Market Spread Evaluating ETF Costs: How to Calculate Secondary Market Spread

Transaction costs for exchange-traded funds include the spread. Here’s how this figure is defined and calculated.

Rainy Day Funds: Making Sense of Short-Term Investment Strategies
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Comparing the benefits and risks of three investment vehicles that investors can consider when planning for short-term expenses.

Going Active: A Dynamic Approach to Smart Beta Strategies Going Active: A Dynamic Approach to Smart Beta Strategies

How selecting smart beta strategies with active oversight and implementation in volatile markets may help manage risk.

Innovations in the Exchange-Traded Fund Space Include New Strategies in the Fixed Income Space Innovations in the Exchange-Traded Fund Space Include New Strategies in the Fixed Income Space

A look at the current state of the exchange-traded fund market and evolutions in fixed-income exchange-traded funds

Pricing ETFs: How Premium/Discount is Calculated Pricing ETFs: How Premium/Discount is Calculated

When considering ETFs, know how premium/discount is calculated — and look at other factors

Minimum Volatility Strategies: A Key to Managing Investor Emotions? Minimum Volatility Strategies: A Key to Managing Investor Emotions?

Evidence suggests that investors are not rational actors and may need help managing their emotions in volatile markets.

Staying Invested While Managing Volatility Risk
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Staying Invested While Managing Volatility Risk

A discussion of strategies available to investors looking to manage volatility risk while taking advantage of growth opportunities that can result from market movements.

Are You Maximizing Your After-Tax Wealth? Are You Maximizing Your After-Tax Wealth?

Insight on tax-efficient beta and portfolio construction from a pioneer in index-based, separate account solutions.

Using Option Strategies to Help Manage Portfolio Volatility
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Using Option Strategies to Help Manage Portfolio Volatility

Learn how option strategies can help manage the volatility of equities and create a smoother ride.

  • May 28, 2019
Focused Growth Approach of WCM Investment Management
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Focused Growth Approach of WCM Investment Management

Members of WCM’s investment team explain why two overlooked elements – moat trajectory and corporate culture – are the keys to uncovering the best long-term, global growth opportunities.

  • May 24, 2019
Short Is the New Long: Managing Risk and Diversification Short Is the New Long: Managing Risk and Diversification

Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.

Low Volatility Equity Investing: The Gateway Strategy
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Low Volatility Equity Investing: The Gateway Strategy

With more than 40 years of experience using index options to manage equity risk, Gateway Investment Advisers offers unique insights on market volatility.

Minimum Volatility ETFs: A Best Kept Investment Secret for 2019? Minimum Volatility ETFs: A Best Kept Investment Secret for 2019?

Investors interested in strategies designed to withstand volatile and declining equity markets may want to consider minimum volatility exchange-traded funds.

Active Tax Management: A Year-Round, All-Markets Approach Active Tax Management: A Year-Round, All-Markets Approach

Thinking about taxes only once a year or only in down markets may be an outmoded approach to tax management.

Alternative Allocations Tailored to Specific Investment Objectives Alternative Allocations Tailored to Specific Investment Objectives

Overview of alternative investment solutions designed for alpha differentiation, volatility management, downside mitigation, and interest rate mitigation.

  • January 23, 2019
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From the Summit: Shaping the Future of Active Management
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From the Summit: Shaping the Future of Active Management

Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.

Loomis Sayles Global Allocation Fund
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Loomis Sayles Global Allocation Fund

Loomis Sayles Global Allocation Fund’s veteran management team discuss the importance of their go-anywhere, best-ideas approach and continuous collaboration, along with where the value is today.

  • December 19, 2018
Asset Allocator’s Guide to Equity Beta-Reducing Strategies Asset Allocator’s Guide to Equity Beta-Reducing Strategies

Equity substitutes, equity complements, and equity diversifiers. All of these strategies may play a role in risk mitigation, but they do so in different ways.

Measuring Active Management with Active Share
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Measuring Active Management with Active Share

Active Share can help identify closet indexers by measuring how similar an active manager’s portfolio is to the benchmark.

  • June 28, 2018
Protecting Portfolios: An Active Management Approach to Markets Protecting Portfolios: An Active Management Approach to Markets

An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.

Potential Impact of the Tax Cuts and Jobs Act on Portfolios Potential Impact of the Tax Cuts and Jobs Act on Portfolios

A new era of tax policy and cuts is under way, one in which portfolio tax management could be even more important for investors.

Natixis Sustainable Future Funds Natixis Sustainable Future Funds

Explore ESG-driven target date funds allowing plan participants to align their investments with positive environmental, social, and governance practices.

  • May 25, 2017


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