Build your investment skills. Grow your practice. Enlighten your clients. Tap into insights, portfolio analysis techniques, and educational tools to explore trends, navigate rapidly changing markets, and uncover opportunities.



Advisor Education

The seminars below are packed with actionable information to help you build your business, no matter what the markets are doing.

 
  • Why Model Portfolios Are Fueling High-Growth Practices
  • Why SMAs Are Right for Your Clients – and Your Practice
  • Five Financial Truths About Millennials at 40

CE Credit

Get valuable continuing education credits and take a deep dive into topics and trends in investing.

 
  • Deep Dive into Model Portfolio Construction
  • Evaluating Fixed Income Strategies Through Multiple Lenses
  • The Big Reset: Post-Pandemic Markets
  • Techniques for Mitigating Tax Costs in Investing
  • ESG and the Future of Work

Investor Education

These investor seminars are designed to support you as you have important conversations with your clients.

 
  • Investing and Taxes
  • Direct Indexing: A Smarter Way to Index
  • There’s More to Models Than You Think
  • Three Secrets to Becoming a Better Investor
  • Bond Basics


Fixed Income

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Model Portfolios

  • Advisor Education

    Seminar: Why Model Portfolios Are Fueling High-Growth Practices Many advisors find that models help them more efficiently solve their business challenges, so they can spend more time where it counts – servicing their clients. In this presentation you’ll learn how to implement models in your practice, common concerns and misconceptions about models, and also about tactical rebalancing: a powerful value-add.

    CE Eligible: Looking Under the Hood: A Deep Dive into Model Portfolio Construction Models can vary considerably based on their construction methodologies. Learn how different approaches may affect risk-adjusted returns over time.

  • Investor Education

    Seminar: There’s More to Models Than You Think Investors will learn the benefits of model portfolios, get a detailed overview of the model portfolio construction process, and gain insight into how they can partner with their advisor to implement a model portfolio.

  • Explore More

    Natixis Models Program Overview

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Tax Management

  • Advisor Education

    Seminar: Why SMAs Are Right for Your Clients – and Your Practice SMA usage is surging right now among financial advisors. Learn why they’re growing in popularity and how you can effectively implement them in your practice.

    CE Eligible: Managing Taxable Investments: Techniques for Mitigating Tax Costs in Investing In many cases, investors pay more in taxes on their investments than they do in fees. This course explains how tax rates, investment vehicle type, distributions, and other factors affect the tax cost associated with investing.

  • Investor Education

    Seminar: Direct Indexing: A Smarter Way to Index This presentation demonstrates how taxes can undermine investment returns, highlights the benefits of direct indexing in a Separately Managed Account, and walks through three case studies describing practical applications for investors.

    Seminar: Investing and Taxes This course educates investors on the impact that taxes can have on investment returns and how they can impact the probability of meeting investment objectives, covers pending and/or recent changes to the tax code, and explores techniques and tools that can help mitigate tax liability within investment portfolios.

  • Explore More

    Tax-Managed Index Solutions

    Our Latest Tax-Related Insights

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Investor Insights

  • Advisor Education

    Seminar: Five Financial Truths about Millennials at 40 As the first Millennials enter their 40s, learn how this generation is a formidable financial force to be reckoned with. Insights from our recent investor survey reveal five key truths about them as investors.

    CE Eligible: The Big Reset: Post-pandemic Markets Put Financial Advisors at a Turning Point After years of relative calm, markets have grown more volatile as investors grapple with inflation, rising rates, and valuations. Anxious clients are worried about meeting unrealistic return expectations while demanding services that go beyond portfolio construction. Learn why this means advisors will need to master new skills, adopt new products, and deliver new services.

  • Investor Education

    Seminar: Three Secrets to Becoming a Better Investor Investors will uncover three secrets to becoming a better investor, based on insights from our recent Survey of Individual Investors. From keeping emotions in check, to setting clear objectives, to being a smart shopper, participants will walk away with better perspective on making solid, long-term investment decisions.

    Client Handout: Time to Cash into Stocks Investors will learn why stocks may perform better than cash over the long term -- and how if they're leaving money in cash, they're likely missing out.

  • Explore More

    Three Reasons to Stay Invested in Volatile Times

    Our Latest Research Findings

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ESG Investing

  • Advisor Education

    CE Eligible: ESG and the Future of Work Combining financial factors and environmental, social, and governance (ESG) elements may be an attractive way to produce sustainable, long-term returns. Learn the potential benefits of incorporating ESG in DC plans, how plan participants who seize the opportunity may be well positioned for long-term growth, and how plan administrators can effectively communicate with participants about ESG investing.

  • Investor Education

    Seminar: Sustainable, Responsible, and Impact Investing. Understanding Trends and Demands. Investors will learn what ESG is and why it matters, potential risks and opportunities, and how today's ESG landscape is evolving.

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    Let's Talk ESG

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