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We can help you find opportunity in today's markets



Today's markets pose big challenges for investors. But we believe there is still opportunity and we bring you multiple perspectives on how to find it. Through our diverse line-up of world-renowned investment managers, you have access to a range of specialized insights and strategies. So you and your clients can see past the challenges and focus on long-term goals.


Traditional asset classes

Alternative asset classes


Traditional asset classes: Flexible strategies. Solid solutions.

Companies the world over have been pulled down by the financial crisis. For help identifying legitimate value opportunities, turn to the expertise of Loomis, Sayles & Company, Harris Associates and Vaughan Nelson Investment Management.


  Corporate bonds: potential opportunity for today's investors?  
Corporate bonds: potential opportunity for today's investors?
The global financial crisis has redefined the way investors view risk.
  The Wall Street Journal: Harris Associates   The Wall Street Journal: Harris Associates
Portfolio manager Edward Studzinski shares ideas for maneuvering through the recent turmoil.
About Harris Associates
  Barron's: Vaughan Nelson Investment Management   Barron's: Vaughan Nelson Investment Management
Portfolio managers Scott Weber & Chris Wallis profiled.
About Vaughan Nelson Investment Management
  David Rolley of Loomis, Sayles & Company Portfolio manager discusses global bond markets.   Video: David Rolley of Loomis, Sayles & Company
Portfolio manager discusses global bond markets.
About Loomis, Sayles & Company



Alternative asset classes: Add value. Help manage risk.

With valuations on equities historically low and market volatility high, determining what is truly an attractive risk/return opportunity today demands serious investment expertise. That's where AlphaSimplex Group and Gateway Investment Advisers come in.



  A solution in search of problems: The promise of hedge-fund beta replication   A solution in search of problems: The promise of hedge-fund beta replication
A discussion of five challenges for which the trade-offs of hedge-fund beta replication can add value.
About AlphaSimplex Group
  WealthTrack Video: Andrew Lo of AlphaSimplex on Consuelo Mack WealthTrack  
WealthTrack Video: Andrew Lo of AlphaSimplex on Consuelo Mack WealthTrack
Discusses investor sentiment and diversification deficit disorder with Consuelo Mack.
  A new look at managing risk: enhancing diversification with alternatives  
A new look at managing risk: enhancing diversification with alternatives
An investor's guide to alternatives.
  Gateway Fund: A history of resilience in down markets   Gateway Fund: A history of resilience in down markets
Almost no stock mutual fund was immune to market moves in 2008, but those using hedging strategies held up better than others.
About Gateway Investment Advisers








All independent registered investment advisors who filed their own ADV statements showing assets under management and that do financial planning were welcome to participate. Firms that file a corporate RIA with the SEC and broker-dealers registered with FINRA were not included. All independent RIA firms were ranked by total assets under management (discretionary and nondiscretionary assets reported on their ADV).

Natixis Distributors, L.P. (fund distributor) and AlphaSimplex Group, Gateway Investment Advisers, Harris Associates, Loomis, Sayles & Company and Vaughan Nelson Investment Management are affiliated.

Mutual funds are sold by prospectus which contains complete information about fees, risks and expenses. Your clients should read it carefully before they invest.




   
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