CE Credit: Deep Dive Into Model Portfolio Construction
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CE Credit: Deep Dive Into Model Portfolio Construction

Overviews the range of model portfolio construction methodologies with a focus on their strengths and weaknesses.

Where Are the Bankruptcies? 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
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Institutional Investment Trends During the COVID Market

Six institutional asset allocation and investment trends derived from data analyzed by Natixis Portfolio Clarity® consultants.

Asset Allocation Trends During the COVID Market
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Asset Allocation Trends During the COVID Market

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

September 2020: Analyzing the Market’s Recent Record Highs
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September 2020: Analyzing the Market’s Recent Record Highs

Portfolio Manager Jack Janasiewicz discusses how strong fundamentals have aided the market’s recovery, although risk of corrections remains.

How to Evaluate Different Types of ETFs: Passive, Smart Beta, and Active 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 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 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? 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
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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?

Carry Trade on Student Loans? 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.

Getting the Big Picture: Multi-Asset Credit Investing 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.

  • June 16, 2020
Risk Management and the Role of Volatility 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 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.

  • June 11, 2020
2020 Second-Half ETF Outlook: 3 Trends to Consider 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 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.

  • June 1, 2020
Rebalancing Portfolios in Volatile Markets 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.

Reactivate Your Equity Portfolio
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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.

Portfolio Defense: Value, Growth, or Neither? 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 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.

  • May 8, 2020
Moving Ahead: ETF Specialists Reflect on COVID-19 Markets 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 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 Bond Basics: How Interest Rates Affect Bond Yields

Introduction to bond investing, fixed income funds, and how changing interest rates affect prices and yields.

  • May 1, 2020
Global Barometer: How Advisor Portfolios Were Positioned Heading into 2020 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.

Direct Indexing Solutions for Tax-Efficient Diversification
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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
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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 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.

  • March 27, 2020
Tax-Efficient Portfolio Transitions Using Direct Indexing
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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.

  • March 26, 2020
Finding Risk-Managed Opportunities in Short-Duration Fixed Income 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 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.

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®.

Create Customized Portfolios Using Direct Indexing
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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 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.

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.

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.

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
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.

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.

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
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.



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