3 Questions to Ask Your Financial Advisor About ETFs

Advisors can help clients acquire basic knowledge of exchange traded funds (ETF's).

Leverage Tax Efficiency With an Innovative, Individualized, Indexing Approach

Index-based separate accounts can provide clients customization and tax control.

Advisor Atlas: Navigating the Changing Regulatory Environment

As the financial services industry undergoes regulatory change, clear communication with clients is essential.

U.S. Asset Allocation Trends – Summer 2016

Access the latest portfolio construction data and learn which asset classes are driving diversification.

Two Strategies for Tax-Efficient Portfolio Transitions

Creating a roadmap for changing portfolio positions.

Assessing the Probability of Funding a Secure Retirement

Access 88 years of investment data on glidepaths, asset allocation models, and withdrawal rates.

U.S. Asset Allocation Trends – Spring 2016

Examine asset allocation strategies generating the highest returns in the turbulent first quarter.

Portfolio Consulting and Analysis

Review our comprehensive portfolio consulting and risk analysis capabilities.

Portfolio Modeling and Construction

Build, analyze, and monitor portfolios using sophisticated risk analysis and dashboards within our proprietary web portal.

Objective-Focused Alternative Solutions

Gain insights on new ways to use alternatives in portfolio construction.

The Advisor Experience

Hear our clients share details about their Natixis Portfolio Clarity® experience and learn about our Comprehensive Portfolio Evaluation.

Five Portfolio Dilemmas

Five portfolio dilemmas that can occur amid challenging market conditions...

Portfolio Research

Build more durable portfolios leveraging our institutional caliber research, analysis, and insight.