The Risk Management Challenge

Managing clients and their emotions is no easy task. Investors are looking for nearly double-digit returns, but say if forced to choose they would take safety over performance. Balancing risk and return is a key focus for client conversations. Our latest Global Survey of Individual Investors found that understanding risk is a major area of…

Building Trust with Investors

DAVID GOODSELL Executive Director of the Durable Portfolio Construction Research Center Natixis Investment Managers – U.S. Distribution In today’s complex and uncertain world, trust may be the most valuable of all investor assets. Every day, individuals across the globe are presented with a seemingly endless stream of news and often conflicting analysis. What investors hear…

Trust, Transparency and the Quest for Clarity: Investor Attitudes on Investing

After a decade of extremes, a majority of investors across the globe report they feel financially secure and focused on achieving long-term financial goals, but a deeper look at sentiment reveals that the scars of the global financial crisis may still run deep and many don’t know who to trust. Asset managers have an opportunity…

2017 Pulse Survey of Canadian Investors: Helping Clients Understand How Taxes Can Affect Portfolios

Investor Insight: The Drag of Taxes In Canada, where top rate taxpayers can lose more than half of their investment income to taxes, we find that investors are acutely aware of the need to more effectively manage tax drag on their portfolio. This should be an important consideration for financial professionals, as 20% of investors…

The Advisor’s Role as “Chief Financial Officer” in Client Retirement

DAVID GOODSELL Executive Director of the Durable Portfolio Construction Research Center Natixis Investment Managers – U.S. Distribution Retirement income planning should be a simple word problem that can be solved with basic math. Start with estimated annual expenses in retirement. Multiply that figure by the estimated number of years in retirement, then divide by the…

Retirement, Death, and Taxes. Are Investors Prepared for the Inevitable?

It’s been said that the only certainties in life are death and taxes. But now, as individuals are accountable for a greater share of post-work income, retirement is a third certainty that must be factored into long-term financial success. Despite this, many respondents in our 2017 Global Survey of Individual Investors are not taking all…

Double Down: Faced With Increased Volatility, Institutions Embrace Risk

Faced with greater volatility and continued rate pressures, the 500 decision makers included in this, our fifth annual Global Survey of Institutional Investors, appear to be doubling down on their bets by increasing allocations to equities, private equities, and other high-risk assets seeking to generate returns. Institutional investors will have their hands full balancing three…