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.

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.

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.

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.

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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.

6 Insights About Millennial Investors

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

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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.

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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.

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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.

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.

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.

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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.

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.