Decade Day: Vaughan Nelson Value Opportunity Fund Marks Anniversary

Portfolio manager Dennis Alff discusses how the strategy continues to seek consistent value for investors.

Portfolio Model Program

Learn about the Natixis Portfolio Clarity® suite of model portfolios, designed to address four distinct asset allocation objectives.

  • October 30, 2018
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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.

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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
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Strategy Changes: Loomis Sayles Investment Grade Bond Fund and High Income Fund

Portfolio Manager Elaine Stokes talks with Senior Vice President and Investment Strategist Ken Herold to describe changes to the two funds intended to eliminate volatility associated with currency and equity allocations.

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Understanding the ASG Global Alternatives Strategy Fund

Learn how the strategy used to managed ASG Global Alternatives Fund seeks to manage risk, add diversification, and adapt to changing markets.

  • October 8, 2018
10-Year Retrospective: ASG Global Alternatives Fund

Learn how a mutual fund designed to help individual investors gain access to the risk/return characteristics of hedge funds got its start.

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Time to Take an Alternative Route to Fixed Income?

Diversifying away from traditional fixed income may be advantageous in a rising rate landscape, explains Loomis Sayles Strategic Alpha manager.

Managing Investors’ Emotions with the Help of Minimum Volatility Strategies

Minimum volatility strategies have the potential to reduce the negative effects of market movements on portfolios.

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Searching for Income Amid Potential Volatility

In a late-expansion market, a tactical, flexible approach may be key to finding steady portfolio income.

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Thinking Beyond Immediate Returns: Risk-Minded Investing for the Long Term

An AlphaSimplex Group client portfolio manager discusses why he believes it is better to focus on long-term investment risks rather than short-term returns.

  • August 16, 2018
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Are Mid-Caps the New Small-Caps?

Investors may want to rethink their approach to small company stock investing in light of regulatory and market changes.

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US Asset Allocation Trends: Three Reasons to Consider Active and Passive Strategies

Key findings on asset allocation and performance trends, based on in-depth analysis of moderate model portfolios.

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Active ETF for a Shifting Bond Market

How Natixis Loomis Sayles Short Duration Income ETF may help in a shifting bond market is discussed on the NYSE floor.

  • July 26, 2018
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The Long and Short of How Managed Futures Work

How non-correlated assets, like managed futures strategies, could work to help offset volatility and steep price declines.

  • July 13, 2018
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Considering Bank Loans in a Rising Rates Environment

Loomis Sayles examines how a flexible bank loans strategy may help lessen the impact of rising rates in fixed income portfolios.

  • July 13, 2018
Boxing Market Volatility With A Different Fighting Style

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

The Role of ETF Strategists: What They Do and How They Can Help

A look at ETF strategists and the role they play in assisting financial professionals achieve their financial goals.

3 Tips for Trading Exchange-Traded Funds (ETFs)

Trading ETFs can involve considerations that differ from those when trading individual securities.

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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
Time for Active Managers to Rise Above Rates and Volatility

Active strategies’ ability to perform under pressure from rising rates and volatility is examined by three investment managers.

  • June 25, 2018
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.

Risky Business: Do Higher-Risk Equities Deliver Higher Returns?

A data-driven look at how low-risk strategies have the potential to provide high returns in equity portfolios.

Fixed Income Opportunity for a Rising Rate Environment

Christopher Harms discusses opportunity for active short duration income in today’s rising interest rate environment.

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Analyzing Winning Characteristics of Active Investment Managers

Baseball fan and Harris Associates PM Bill Nygren discusses what to consider when drafting an active manager for your portfolio.

US and Latin America/US Offshore Outpace Peers for 2017 Performance

Insight into asset allocation trends and top performing model portfolios based on a 2017 global study of investment performance.

  • April 18, 2018
Clearing Up the Misconception: Understanding ETF Trading Volume

A closer look at how shares in exchange-traded funds are bought and sold.

Preparing Fixed Income Portfolios for Rising Interest Rates

Discussing ways to mitigate the potential effects of rising interest rates on fixed income portfolios.

Fixed Income ETFs: Unique Premium/Discounts Explained

Understanding the potential price fluctuations unique to fixed income ETFs due to both structural and technical factors.

3 Reasons to Consider a Low Volatility International ETF

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

US Asset Allocation Trends – Winter 2018

Equity returns hit new highs in 2017, but which model portfolios had the best performance?

  • March 27, 2018
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SALT Shake-up: Muni Bonds After Tax Reform

Geographically diversified portfolios may still be the best way to manage risk and generate income from municipal bonds.

Advantages of High Active Share Strategies

Three veteran portfolio managers explore the advantages of high active share and putting distance between the benchmark and portfolios.

  • March 13, 2018
Natixis Portfolio Clarity® Global Portfolio Barometer Review of 2017

Natixis Investment Managers’ annual Global Portfolio Barometer offers insights into model portfolios and asset allocation decisions from across the world.

  • March 6, 2018
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Volatility Quiz: Are You Prepared for Potential Market Turbulence?

Forming a more complete understanding of volatility and the ways it can be managed

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.

How to Evaluate Different Types of Exchange-Traded Funds

A look at how to evaluate the similarities and differences between passive strategies, smart beta, and active exchange-traded funds.

Rainy Day Funds: Understanding Short-Term Investment Strategies

Comparing the benefits and risks of three investment strategies that investors can consider when planning for short-term expenses.

New Maps: Charting Innovation in the Fixed Income ETF Landscape

A look at the current state of the ETF landscape and innovation in fixed income exchange-traded funds.

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.

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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The Advisor Experience

Hear our clients share details about their Natixis Portfolio Clarity® experience and learn about our Comprehensive Portfolio Evaluation.

  • August 16, 2016
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