Research
Rising to the Times: Financial Professionals Must Adapt to Achieve Optimistic Growth Goals
Dave Goodsell dissects findings from the Global Survey of Financial Professionals for Wealth Management’s 2020 Midyear Review and Outlook edition.
Panic Selling and Seven Other Mistakes the Pros Say Investors Make
Which mistakes do financial professionals think may be the costliest? Get insight from our recent global survey.
Times Like These: Financial Professionals Chart a Course From a Pandemic Market to Profitable Growth
Results from the 2020 Global Survey of Financial Professionals reveal optimistic growth goals and the opportunity for professionals to recalibrate strategy and rethink business models.
The Future of Work: Insights for HR Benefits Professionals
Phil Jordan of BW Research discusses the benefits and policies most likely to help attract and retain top talent in today’s evolving US workforce.
Four Insights on the Pandemic Market and Investor Behavior
Results from our Global Survey of Financial Professionals, conducted in the midst of the pandemic, show that volatility and recession are top concerns and reveal insight into investor behavior in uncertain markets.
Out of the Frying Pan: Institutional Investors Are Responding to a Daunting – and Growing – Set of Challenges
Institutions face an environment without precedent in global politics, finance and economics. They are developing creative solutions to navigate it, drawing on a wider variety of assets and resources than ever to pursue their investment mandates.
The Age of Anxiety: Professional Fund Buyers Seek Alpha, Diversification – and Defense
Results from the 2019 Global Survey of Professional Fund Buyers predicted increased equity volatility and illustrate how professionals have been positioning portfolios for riskier market scenarios.
Natixis Future of Work Survey: Managing Talent in an Evolving Workplace
Study examines the challenges of attracting and retaining talent in an era of economic, technological and societal transformation in the workplace.
Financial Professionals Focus on Human Dynamics in Response to Growing Digital Competition
The competitive landscape is changing and financial professionals shed light on how they can differentiate themselves in an increasingly digital world.
2020 Institutional Outlook
The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.
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
The 2019 Global Retirement Index (GRI) reveals the top 10 countries for retirement security around the world.
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.
6 Insights About Millennial Investors
Our research reveals why assumptions about Millennial investors may be all wrong.
Six Simple Reasons Why Yesterday’s Volatile Markets Are a Wake-Up Call for Investors Today
The 2019 Natixis Global Survey of Individual Investors reveals that investors are conflicted about risk, returns and what they can expect from their investments.
ESG Investing Survey: Investors Want the Best of Both Worlds
Individuals and professionals say ESG investing can help them align assets with personal values — and has the potential to drive real results.
2019 Defined Contribution Plan Participant Survey
Our recent survey of defined contribution plan participants explores just how prepared Americans across generations are for retirement.
Concerns and Expectations of Professional Fund Buyers for 2019
From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.
2019 Institutional Outlook
Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.
Investor Sentiment 10 Years After the Global Financial Crisis
Our 2018 Global Survey of Individual investors finds that amidst a bull market and low interest rates, investors are wrestling with three critical conflicts.
2018 Global Retirement Index
The 2018 Global Retirement Index (GRI) reveals how retirement security has been threatened in the ten years since the financial crisis—and identifies the top countries for retirement security around the world.
Top Concerns for Professional Fund Buyers in 2018
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
Four Key Insights into Establishing the California Green Bond Market
Investor motivations, perceptions, and knowledge gaps that may influence the state of California’s green bond market.
Institutional Investor Survey: Preparing for a Market Shift
Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.
Risk on the Horizon: Institutional Investor Outlook for 2018
After a decade of low interest rates, low volatility, and high investment returns, are professional investors prepared for what’s ahead in 2018?
Winning Trust: Individual Investor Survey
Investors report feeling financially secure, but results reveal they’re seeking financial professionals they can trust.
Environmental, Social and Governance Issues: Sentiment Across Surveys
Individuals want investments that reflect their personal values, but professional investors are skeptical about performance.
Preparing for the Inevitable: Individual Investor Survey
How investors are addressing the certainties of death, taxes and the inevitability of retirement funding.
Riding the Aftershock: Wholesale Portfolio Manager Survey
How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.
Facing Volatility and Embracing Risk: Institutional Investor Survey
Institutional investors see geopolitical upheaval continuing through 2017 and are adjusting allocations as a result.
Defined Contribution Survey – Attitudes, Actions, Assessments
As investors save for retirement, why financial professionals, employers, and policy makers should stand ready to help.
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