How to Evaluate ETFs

From a pure passive to fully active approach, investors may evaluate their ETF choices on various factors. Our ETF experts offer a quick primer.

Volatility Creating Value Opportunity in US Equities

While investors are weary of this down market, veteran equity value investor Bill Nygren shares why this landscape presents attractive opportunities.

Watch
Marking 30 Years of Value Investing: Oakmark International

Value veteran David Herro reflects on the impressive history of Oakmark International Fund, global crisis, and the importance of a high conviction approach.

Active ETFs Shine During Volatile Market Cycles

Active ETF managers may offer added return potential in volatile markets via their ability to invest opportunistically while managing risk.

Watch
Value Investing Insight with Oakmark Fund Portfolio Managers

Oakmark’s distinct approach to value investing and how it ignores short-term noise to deliver long-term results is explained.

Watch
Why Active ETFs Matter During Volatile Times

NYSE’s ETF Leaders series profiles Vaughan Nelson’s Dan Hughes on how a truly active approach aims to help clients navigate today’s challenging markets.

Watch
Potential ETF Options Amid Persistent Volatility

Prices, inflation, interest rates are rising amid continued volatility. The only thing not rising is consumer confidence. How can advisors be prepared?

The Magic of ETF Primary Markets: A Look Behind the Curtain

The behind-the-scenes workings of the primary market helps to explain some of the unique advantages that ETFs can provide for investors.

Mid-Year 2022 ETF Trends to Watch

At midyear Natixis’ ETF experts discuss investor trends for the rest of 2022 regarding active vs. passive, value vs. growth, and short- vs. long-term ETFs.

Watch
Bottoms Up: Finding Sustainable Growth in a Global Value Chain

Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.

  • June 28, 2022
Diversification? The Last Free Lunch is Getting Leaner

500 names in an index isn’t offering broad diversification today. That’s why maintaining factor diversification is key to Vaughan Nelson’s Select approach.

  • May 19, 2022
Customized Equity Portfolios Invest for Racial Equality

Learn about our Racial Equity investment approach that uses direct indexing to focus on companies that promote diversity, equity and inclusion.

  • March 9, 2022
Concentration and Active Management Distinguish US Equity ETF

Q&A with Scott Weber, Co-Portfolio Manager of the Natixis Vaughan Nelson Select ETF (VNSE).

Watch
Continued Forward Motion for ESG Investing in 2022

Mirova Portfolio Manager Amber Fairbanks discusses ESG-related innovation, opportunities, risk considerations, evolving regulations, and more.

EQOP – Another First for Natixis

EQOP combines two actively managed equity sleeves into one ETF portfolio, paving the way for others of its type.

A Year in Review: Active ETF Growth, Performance & Trends

Natixis’ ETF experts share encouraging development of active ETFs in 2021 as they gain exposure and momentum among investment professionals and consumers.

Valuations and Fundamentals: A Historical Perspective

While P/E ratios are still close to their historic highs, equities remain attractive when adjusting for interest rates and a different fundamental backdrop.

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.

Watch
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
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
Winning Trust: Individual Investor Survey

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

  • September 26, 2017