Despite optimism for their book of business, most (84%) advisors admit business development is a challenge. In a typical week, they dedicate just 9% of their time to prospecting new clients.
Natixis survey finds “disconnect” between investors’ return expectations and tolerance for risk
July 29, 2019 by
“Last year’s market volatility was a strong reminder of the importance of professional advice in helping to build diversified portfolios," said David Giunta, CEO for the US and Canada at Natixis Investment Managers.
Natixis: Equities accounted for 2/3 of 2018 losses after driving 2017 gains
February 27, 2019 by
Moderate-risk portfolios that saw double-digit gains aided by overweight allocations to equities in 2017 suffered grave losses in 2018 due to overexposure to the same asset class, said Natixis's Marina Gross.
Natixis fills recently vacated sales post for Colombia, Peru and Panama
January 16, 2019 by
Natixis hired Bogotá-based BNP veteran Lucas Pérez, replacing sales manager Daniel Arias Kluge, who moved to Miami to join Pimco. Pérez reports to Jose Luis León.
Natixis Outlook: Institutions prepped for increased volatility, end to bull market
January 6, 2019 by
“Our research shows institutional investors are already positioned for the potential market turbulence on the horizon,” said Natixis's David Giunta.
Spoiled by 2017 returns, individual investors are poised to react poorly to market volatility
June 12, 2018 by
“After an exceptional year in 2017, volatility is back, and investors are feeling as uncertain as the markets,” said David Giunta, CEO for the US and Canada at Natixis Investment Managers.
Natixis: Risk-taking paid off in 2017, with active portfolios outperforming passive
April 4, 2018 by
Passive allocations spiked to 22.8% early in the year, but fell to 20.7% by year-end, a sign that the steady rise of passive investments since 2013 may be beginning to taper, said Natixis's Marina Gross.
Natixis: Institutions added alternative investments to counter surge in volatility
March 20, 2018 by
“The sudden return of market volatility is a healthy reminder that it’s important to take a consistent approach to portfolio diversification,” said David Giunta, CEO for the US and Canada at Natixis.
Natixis gets NYSE license to create actively managed ETF
January 25, 2018 by
“We are always looking for innovative new ways to give investors convenient access to our actively managed strategies,” said David Giunta, CEO for the US and Canada at Natixis Investment Managers.
With holy grail in reach, cross-border managers urge respect for process in Mexico
January 15, 2018 by
While preaching patience, Natixis's Mauricio Giordano told Fund Pro Latin America that Afores could potentially make their first cross-border-fund investments in the second half of 2018.
