Natixis Model Portfolio Program
Portfolio Construction
Credit Check: The Full Discretion Approach to Credit Selection
Loomis Sayles fixed income managers explain how they look to capitalize on persistent inefficiencies and drive excess return potential in corporate credit.
Facing Market Challenges with a Diversified Approach
Global market dynamics are always changing –flexibility and risk-management are key to meeting the challenge
Looking to Use Volatility as Opportunity
The Loomis Sayles global equity team speaks about how its approach to value creation is designed for all market conditions.
CE Credit: Deep Dive Into Model Portfolio Construction
Overviews the range of model portfolio construction methodologies with a focus on their strengths and weaknesses.
- October 26, 2020
- Brian Kmetz
Where Are the Bankruptcies?
Despite record high unemployment during the pandemic, individual bankruptcy filings have fallen. What are the implications for portfolios?
Institutional Investment Trends During the COVID Market
Six institutional asset allocation and investment trends derived from data analyzed by Natixis Portfolio Clarity® consultants.
- October 22, 2020
- Natixis Investment Institute
- Mark J. Cintolo
Asset Allocation Trends During the COVID Market
Six asset allocation trends derived from in-depth analysis of investment portfolios by Natixis Portfolio Clarity® consultants.
- October 13, 2020
- Natixis Investment Institute
- Mark J. Cintolo
How to Evaluate Different Types of ETFs: Passive, Smart Beta, and Active
Uncovering the potential for manager risk in smart beta indexing approaches.
The Economy Is Not the Stock Market – by the Numbers
Five key reasons that help explain why the US economy and the US stock market often do not move in tandem.
Investment Idea for Student Debt
Deferred payments and 0% interest on federal student debt from the CARES Act may spell opportunity for investors with monthly loan payments.
COVID-19 in Context: How Does the Pandemic Compare to Past Market Crises?
A look at how trend-following strategies worked to anticipate and contend with the pandemic crisis of early 2020 as compared to previous crisis events.
Equity Diversification for the Next Selloff
With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?
- June 18, 2020
- Mark J. Cintolo
Carry Trade on Student Loans?
The CARES Act provision deferring payments on federal student loans – and lowering rates to 0% – may offer an opportunity for clients with student debt.
- June 18, 2020
- Gregory V. Kanarian
Getting the Big Picture: Multi-Asset Credit Investing
Multi-asset credit (MAC) investing provides investors the chance to gain exposure to a globally diverse mix in a single portfolio.
Risk Management and the Role of Volatility
Even when investors believe they have diversification, they may not. Taking top-level approaches to volatility can help manage risk.
Natixis Investment Managers Solutions Investment Committee Overview
Learn about the committee that provides capital market views and asset allocation guidance for consulting clients and the firm’s tactical model portfolios.
2020 Second-Half ETF Outlook: 3 Trends to Consider
A look at potential trends in the ETF space through 2020, including the possible market implications of COVID-19.
Participation and Protection: Youth Sports and Asset Allocation
AlphaSimplex Client Portfolio Manager Peter Martin likens his approach to investment portfolios to his experience coaching youth sports.
Rebalancing Portfolios in Volatile Markets
See why monitoring portfolio allocations for drift, and rebalancing as necessary, has the potential to generate meaningful benefits for clients.
- May 19, 2020
- Curt Overway
Reactivate Your Equity Portfolio
Passive equity indexing may be less advantageous in the wake of a bear market that is increasing dispersion and creating distinct winners and losers.
- May 15, 2020
- Gregory V. Kanarian
Portfolio Defense: Value, Growth, or Neither?
Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.
Diversification Matters: Achieving Better Balance
Spreading your investments across asset classes can help to balance risk and return potential, and avoid surprises when market corrections occur.
Moving Ahead: ETF Specialists Reflect on COVID-19 Markets
A look at how some exchange traded fund professionals are analyzing and managing COVID-19 market turbulence and volatility risk.
Understanding ETF Trading in COVID-19 Markets
Insights into how ETF trading volumes and pricing have been affected by COVID-19 market volatility.
Bond Basics: How Interest Rates Affect Bond Yields
Introduction to bond investing, fixed income funds, and how changing interest rates affect prices and yields.
Global Barometer: How Advisor Portfolios Were Positioned Heading into 2020
See how moderate portfolios varied by geographic region at the end of 2019 in the Natixis Investment Managers Global Portfolio Barometer.
- April 24, 2020
- Natixis Investment Institute
Direct Indexing Solutions for Tax-Efficient Diversification
Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.
Generate Better After-Tax Returns with Direct Indexing
Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.
Three Reasons to Stay Invested in Volatile Times
Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.
Tax-Efficient Portfolio Transitions Using Direct Indexing
Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.
Finding Risk-Managed Opportunities in Short-Duration Fixed Income
Short-duration fixed income ETFs have the potential to deliver portfolios risk-managed alpha in down markets.
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.
- March 18, 2020
- Gregory V. Kanarian
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
Six asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.
- March 9, 2020
- Natixis Investment Institute
Create Customized Portfolios Using Direct Indexing
See how index portfolios can be customized for ESG (environmental, social, and governance) or strategic investment goals using active screening techniques.
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
Six asset allocation trends derived from in-depth analysis of institutional investment portfolios by Natixis Portfolio Clarity® consultants.
- March 2, 2020
- Natixis Investment Institute
- Mark J. Cintolo
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.
- February 26, 2020
- Gregory V. Kanarian
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.
- February 26, 2020
- Gregory V. Kanarian
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.
- February 24, 2020
- Gregory V. Kanarian
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.
- February 6, 2020
- Gregory V. Kanarian
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
Explore the pros and cons of four distinct methods of model portfolio construction: customized, optimized, straight line, and straight line thematic.
- December 24, 2019
- Gregory V. Kanarian
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
Learn how option strategies can help manage the volatility of equities and create a smoother ride.
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.
- May 23, 2019
- Kathryn M. Kaminski
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.
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
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.
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