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

DAVID GOODSELL Executive Director of the Durable Portfolio Construction Research Center Natixis Global Asset Management – 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…

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…

Actively Combating Portfolio Volatility

Has the relative stability of market returns in recent years lulled clients into a false sense of security about passive investing? According to institutional investors and wholesale portfolio managers (i.e., those who manage portfolios for certain insurance investment platforms, fund-of-fund solutions and third-party asset management platforms), this could be a significant issue facing individuals when…

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…

Institutional Outlook: Forecasting Dynamic Changes

Institutional investors anticipate a year of dramatic change in 2017. A global wave of populism is upending conventional thinking about politics and economics. Central bank policies, which have driven investment performance for nearly a decade, are beginning to diverge. The U.S. Federal Reserve is likely to raise rates, while other central banks are challenged to…

Confusion, Conflict, and the Need for Professional Investment Advice

DAVID GOODSELL Executive Director of the Durable Portfolio Construction Research Center Natixis Global Asset Management – U.S. Distribution Individual investors in 2016 are facing many emotional conflicts that if left unresolved, could put their financial future at risk. Globally, they say they want to grow assets but they hesitate to take on risk. They want…