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It’s time to consider cash alternatives

Sitting on the sidelines isn’t as safe as clients think

Given the dynamics posed by today’s markets, portfolio diversification has to go beyond the essential mix of stocks, bonds and, yes, cash. Help clients better secure their financial futures by showing them why cash may be holding them back. 

There’s a better game plan

The Natixis Portfolio Playbook shows you how to discuss the real risks clients face when they opt for cash investments over the markets, as well as solutions for getting them back in the game.

Answer the tough questions

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. Consider equity strategies with the return potential to outpace inflation. Counter equity risk with options-based strategies with the potential to mitigate volatility and generate additional income.

 

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. Consider actively managed strategies with the potential to outperform by providing a more diversified source of returns in equities and total returns in fixed income. 

 

Investment strategies to explore: 

Some investors may worry today’s excitement over AI looks a lot like 2000. That was then, this is now. Technology is pervasive, helping to boost earnings and grow market share for retailers, financials, and other companies, not just tech. Consider strategies that emphasize companies benefiting from technology and have clear objectives for entering and exiting positions.

 

Investment strategies to explore: 

Put the plan into action

Natixis Investment Managers helps you put your portfolio strategy to work. With more than 15 specialist investment managers, we give you access diverse range of investment capabilities. We can pressure test your plans with in-depth portfolio analysis. And we support you with a dedicated relationship focused on one objective: helping you keep clients on track with their long-term goals.

Why it’s time to consider cash alternatives

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 U.S. 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.

This page may contain references to copyrights, indexes and trademarks that may not be registered in all jurisdictions.  Third party registrations are the property of their respective owners and are not affiliated with Natixis Investment Managers or any of its related or affiliated companies (collectively “Natixis”).  Such third-party owners do not sponsor, endorse or participate in the provision of any Natixis services, funds or other financial products. 

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.

Natixis Distribution, LLC is located at 888 Boylston Street, Suite 800, Boston, MA 02199.

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