How to leverage ESG to better understand clients, deepen relationships, and enhance practices is discussed by a panel of ESG specialists.
Investors and professionals are warming up to the potential of ESG. Our research offers insight into five critical questions about ESG investing.
Recent trends show increasing growth style bias, higher emerging market allocations and focus on quality fixed income holdings in moderate portfolios.
Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.
Get insight into key trends that are shaping a more optimistic outlook for the year ahead.
Institutional investors are coming to grips with a key risk, amplified by 2020’s pandemic economy: negative interest rates.
Get seven critical insights into how institutions will tackle risks, opportunities, and challenges in an uncertain 2021.
Global market dynamics are always changing –flexibility and risk-management are key to meeting the challenge
Six institutional asset allocation and investment trends derived from data analyzed by Natixis Portfolio Clarity® consultants.
Six asset allocation trends derived from in-depth analysis of investment portfolios by Natixis Portfolio Clarity® consultants.
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.
Dave Goodsell dissects findings from the Global Survey of Financial Professionals for Wealth Management’s 2020 Midyear Review and Outlook edition.
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.
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.
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.
Even when investors believe they have diversification, they may not. Taking top-level approaches to volatility can help manage risk.
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.
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.
Study examines the challenges of attracting and retaining talent in an era of economic, technological and societal transformation in the workplace.
The competitive landscape is changing and financial professionals shed light on how they can differentiate themselves in an increasingly digital world.
The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.
Insurers around the world are stuck between a rock and a hard place. Low rates inflate liabilities, but regulation prevents insurers from pursuing alternatives.
The 2019 Global Retirement Index (GRI) reveals the top 10 countries for retirement security around the world.
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.
Our research reveals why assumptions about Millennial investors may be all wrong.
The 2019 Natixis Global Survey of Individual Investors reveals that investors are conflicted about risk, returns and what they can expect from their investments.
Individuals and professionals say ESG investing can help them align assets with personal values — and has the potential to drive real results.
Our recent survey of defined contribution plan participants explores just how prepared Americans across generations are for retirement.
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.
Our 2018 Global Survey of Individual investors finds that amidst a bull market and low interest rates, investors are wrestling with three critical conflicts.
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.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
Investor motivations, perceptions, and knowledge gaps that may influence the state of California’s green bond market.
Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.
After a decade of low interest rates, low volatility, and high investment returns, are professional investors prepared for what’s ahead in 2018?
Investors report feeling financially secure, but results reveal they’re seeking financial professionals they can trust.
Individuals want investments that reflect their personal values, but professional investors are skeptical about performance.
How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.
Institutional investors see geopolitical upheaval continuing through 2017 and are adjusting allocations as a result.
As investors save for retirement, why financial professionals, employers, and policy makers should stand ready to help.