2023 Fixed Income Pulse Survey

The 2023 Natixis and Loomis Sayles Fixed Income Pulse Survey explores how US advisors are navigating inflation, rates and duration in order to reset their bond strategy in 2023.

May 2, 2023 Dave Goodsell
2023 Natixis Survey of Defined Contribution Plan Participants

Results from the 2023 Natixis Survey of Defined Contribution Plan Participants show American workers are feeling the weight of responsibility for retirement funding and they have strong preferences for the kind of help they want.

April 17, 2023 Dave Goodsell
2023 Fund Selector Outlook

Fund selectors look to balance challenging markets and evolving client needs.

February 13, 2023 Dave Goodsell
2023 Institutional Outlook

Institutional investors see a challenging year ahead. Read the full results from our 2023 Natixis Outlook Survey.

December 6, 2022 Dave Goodsell
Retirement Sentiment Among High Net Worth Investors

It’s the million dollar question: How much do I need to retire? See how a million in retirement savings isn’t what it used to be.

October 17, 2022 Dave Goodsell
Natixis 2022 Global Retirement Index: From Sydney to Seattle and Beyond

Retirement security is tough these days no matter where you call home. Natixis’ Center for Investor Insight head and an Australian retirement expert weigh in.

October 4, 2022 Dave Goodsell
2022 Global Retirement Index

Key risk concerns for retirement security are coming to a head in today’s rapidly changing economic environment.

September 12, 2022 Dave Goodsell
2022 Financial Professionals Report

Financial professionals are at a turning point after the pandemic. The 2022 Natixis Global Survey of Financial Professionals takes a deep dive into four key insights for business growth.

June 9, 2022 Dave Goodsell
2022 Millennial Investor Report

Results from the 2021 Natixis Global Survey of Individual Investors reveal how Millennials are changing as they start to turn 40.

May 3, 2022 Dave Goodsell
2022 Fund Selector Outlook

Fund selectors look past Covid to bigger risks in 2022.

February 7, 2022 Dave Goodsell
2022 Institutional Outlook

After thriving in the pandemic, institutions are facing the unknowns of 2022 with confidence. See why they’re saying, “Bring it on!”

December 7, 2021 Dave Goodsell
2021 Natixis Global Survey of Individual Investors ESG Insights

ESG Insights from the 2021 Natixis Global Survey of Individual Investors.

November 8, 2021 Dave Goodsell
Direct Indexing: Active or Passive?

Study examines the tradeoffs between tracking error and tax benefits in direct indexing separately managed accounts.

October 1, 2021 Curt Overway
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    2021 Global Retirement Index

    The 2021 Natixis Global Retirement Index examines the factors that drive retirement security and provides a comparison tool for best practices in retirement policy.

    September 13, 2021 Dave Goodsell
    2021 Natixis Global Survey of Individual Investors

    The 2021 Natixis Global Survey of Individual Investors reveals how the global pandemic affected investors’ finances, health, and emotions.

    June 22, 2021 Dave Goodsell
    2021 ESG Investor Insight Report

    Investors and professionals are warming up to the potential of ESG. Our research offers insight into five critical questions about ESG investing.

    April 21, 2021 Dave Goodsell
    2021 Fund Selector Outlook

    Get insight into key trends that are shaping a more optimistic outlook for the year ahead.

    February 17, 2021 Dave Goodsell
    2021 Institutional Outlook

    Get seven critical insights into how institutions will tackle risks, opportunities, and challenges in an uncertain 2021.

    December 7, 2020 Dave Goodsell
    2020 Global Retirement Index

    The 2020 Global Retirement Index identifies five critical risks to retirement security – recession, interest rates, public debt, climate change, and income inequality – and what they mean for the industry.

    September 28, 2020 Dave Goodsell
    2020 Global Survey of Financial Professionals

    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.

    June 28, 2020 Dave Goodsell
    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.

    June 14, 2020 Dave Goodsell
    2019 Institutional Survey Part II

    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.

    May 18, 2020 Dave Goodsell
    2019 Global Survey of Professional Fund Buyers

    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.

    April 3, 2020
    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.

    January 2, 2020 Dave Goodsell
    2020 Institutional Outlook

    The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.

    December 4, 2019
    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.

    November 25, 2019
    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.

    September 19, 2019
    6 Insights About Millennial Investors

    Our research reveals why assumptions about Millennial investors may be all wrong.

    August 27, 2019
    2019 Natixis Global Survey of Individual Investors

    The 2019 Natixis Global Survey of Individual Investors reveals that investors are conflicted about risk, returns and what they can expect from their investments.

    July 15, 2019
    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.

    May 16, 2019
    2019 Defined Contribution Plan Participant Survey

    Our recent survey of defined contribution plan participants explores just how prepared Americans across generations are for retirement.

    April 4, 2019
    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.

    April 4, 2019
    2019 Institutional Outlook

    Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.

    March 4, 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.

    November 16, 2018
    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.

    September 6, 2018
    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.

    June 15, 2018
    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.

    March 2, 2018
    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.

    February 22, 2018
    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?

    December 5, 2017
    Winning Trust: Individual Investor Survey

    Investors report feeling financially secure, but results reveal they’re seeking financial professionals they can trust.

    September 26, 2017
    2017 Trends: Global Retirement Index Results

    An in-depth assessment of trends impacting investment strategy and retirement security in the developed world.

    July 19, 2017
    Environmental, Social and Governance Issues: Sentiment Across Surveys

    Individuals want investments that reflect their personal values, but professional investors are skeptical about performance.

    June 13, 2017
    Riding the Aftershock: Wholesale Portfolio Manager Survey

    How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.

    May 4, 2017
    Facing Volatility and Embracing Risk: Institutional Investor Survey

    Institutional investors see geopolitical upheaval continuing through 2017 and are adjusting allocations as a result.

    March 14, 2017
    Defined Contribution Survey – Attitudes, Actions, Assessments

    As investors save for retirement, why financial professionals, employers, and policy makers should stand ready to help.

    November 21, 2016