Put cash back to work
Clients who stash cash in money markets or CDs need to know these investments aren’t enough to reach their long-term goals. The Natixis Portfolio Playbook offers smart strategies for getting them back in the game.
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Clients who stash cash in money markets or CDs need to know these investments aren’t enough to reach their long-term goals. The Natixis Portfolio Playbook offers smart strategies for getting them back in the game.
Our playbook helps you show clients why holding too much cash poses numerous risks. Help them overcome three key missteps:
With more than 15 specialist investment managers, we give you access to a diverse range of investment capabilities and objective support to help you build better portfolios for your clients.
Our team is ready to provide in-depth portfolio analysis and consulting services. Just fill out the form and a Natixis representative will contact you.
Help your clients see new investing opportunities with the Natixis Portfolio Playbook.
Earning 5% on cash may seem attractive, but it still comes with risks. A more diversified approach can help clients minimize reinvestment risk and generate the returns they’ll need to achieve long-term goals.
Investment strategies to explore:
Waiting to buy the dip can be costly. The market may be setting record highs, but looking at the history of some of the largest stock market indexes, such as the S&P 500®, shows that record days are often followed by more record days, creating significant growth opportunities for investors.
Investment strategies to explore:
Oakmark Fund OAKMX
The Natixis Model Portfolios use a strategic combination of active mutual funds, SMAs and tactical positions in passive ETFs and can help many investors meet their long-term objectives.
1 Natixis Global Survey of Individual Investors conducted by CoreData Research in March and April 2023. Survey included 8,550 investors across 23 countries, 750 of whom were in the US.
There can be no assurance that developments will transpire as forecasted. Actual results may vary.
Diversification does not guarantee a profit or protect against a loss.
Investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.
Before investing, consider the fund's investment objectives, risks, charges, and expenses. Visit im.natixis.com or call 800-225-5478 for a prospectus or a summary prospectus containing this and other information. Read it carefully.
Indexes are not investments, do not incur fees and expenses, and are not professionally managed. It is not possible to invest directly in an index.
Unlike passive investments, there are no indexes that an active investment attempts to track or replicate. Thus, the ability of an active investment to achieve its objectives will depend on the effectiveness of the investment manager.
S&P 500® Index is a widely recognized measure of US stock market performance. It is an unmanaged index of 500 common stocks chosen for market size, liquidity, and industry group representation, among other factors. It also measures the performance of the large-cap segment of the US equities market.
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Natixis Distribution, LLC is a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers.
Natixis Distribution, LLC (member FINRA|SIPC) is a marketing agent for the Oakmark Funds, a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers.
ALPS Distributors, Inc. is the distributor for the Natixis Gateway Quality Income ETF and the Natixis Vaughan Nelson Select ETF. Natixis Distribution, LLC is a marketing agent. ALPS Distributors, Inc. is not affiliated with Natixis Distribution, LLC.
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