Tools of the Trade®
Build your investment skills. Grow your practice. Enlighten your clients.
Tap into insights, portfolio analysis techniques, and educational tools to explore trends, navigate rapidly changing markets, and uncover opportunities. Earn CE credit on demand or contact us to learn more about our program.
Advisor education
The seminars below are packed with actionable information to help you build your business, no matter what the markets are doing.
- Why Model Portfolios Are Fueling High-Growth Practices
- Why SMAs Are Right for Your Clients – and Your Practice
- Five Financial Truths About Millennials at 40
CE credit
Get valuable continuing education credits and take a deep dive into topics and trends in investing.
- Deep Dive into Model Portfolio Construction
- Evaluating Fixed Income Strategies Through Multiple Lenses
- The Big Reset: Post-Pandemic Markets
- Techniques for Mitigating Tax Costs in Investing
- ESG and the Future of Work
Investor education
These investor seminars are designed to support you as you have important conversations with your clients.
- Investing and Taxes
- Direct Indexing: A Smarter Way to Index
- Three Secrets to Becoming a Better Investor
- Bond Basics
Earn CE credit on demand or contact us to learn more about our program.
Fixed income
Advisor education
CE Eligible: Evaluating fixed income strategies through multiple lenses
Learn how to apply techniques to solve common fixed income portfolio issues, including taking risk efficiently, adequate downside protection, short-term capital preservation, and differentiated strategies within a portfolio.
Investor education
Seminar: Bond basics
Investors will learn the basics of bond investing, including what a bond is, who issues bonds and why, and how investors get paid.
Client handout: Bond basics
A quick reference guide for investors on how bonds work, their potential risks and rewards, and why active management matters.
Model portfolios
Advisor education
Seminar: Why model portfolios are fueling high-growth practices
Many advisors find that models help them more efficiently solve their business challenges, so they can spend more time where it counts – servicing their clients. In this presentation you’ll learn how to implement models in your practice, common concerns and misconceptions about models, and also about tactical rebalancing: a powerful value-add.
Tax management
Advisor education
Seminar: Why SMAs are right for your clients – and your practice
SMA usage is surging right now among financial advisors. Learn why they’re growing in popularity and how you can effectively implement them in your practice.
In many cases, investors pay more in taxes on their investments than they do in fees. This course explains how tax rates, investment vehicle type, distributions, and other factors affect the tax cost associated with investing.
Investor education
Seminar: Direct indexing: A smarter way to index
This presentation demonstrates how taxes can undermine investment returns, highlights the benefits of direct indexing in a Separately Managed Account, and walks through three case studies describing practical applications for investors.
Seminar: Investing and taxes
This course educates investors on the impact that taxes can have on investment returns and how they can impact the probability of meeting investment objectives, covers pending and/or recent changes to the tax code, and explores techniques and tools that can help mitigate tax liability within investment portfolios.
Investor insights
Advisor education
Seminar: Five financial truths about Millennials at 40
As the first Millennials enter their 40s, learn how this generation is a formidable financial force to be reckoned with. Insights from our recent investor survey reveal five key truths about them as investors.
After years of relative calm, markets have grown more volatile as investors grapple with inflation, rising rates, and valuations. Anxious clients are worried about meeting unrealistic return expectations while demanding services that go beyond portfolio construction. Learn why this means advisors will need to master new skills, adopt new products, and deliver new services.
Investor education
Seminar: Three secrets to becoming a better investor
Investors will uncover three secrets to becoming a better investor, based on insights from our recent Survey of Individual Investors. From keeping emotions in check, to setting clear objectives, to being a smart shopper, participants will walk away with better perspective on making solid, long-term investment decisions.
Client handout: Stocks or cash?
Investors will learn why stocks may perform better than cash over the long term -- and how if they're leaving money in cash, they're likely missing out.
ESG investing
Advisor education
CE Eligible: ESG and the future of work
Combining financial factors and environmental, social, and governance (ESG) elements may be an attractive way to produce sustainable, long-term returns. Learn the potential benefits of incorporating ESG in DC plans, how plan participants who seize the opportunity may be well positioned for long-term growth, and how plan administrators can effectively communicate with participants about ESG investing.
Investor education
Seminar: Sustainable, responsible, and impact investing. Understanding trends and demands.
Investors will learn what ESG is and why it matters, potential risks and opportunities, and how today's ESG landscape is evolving.
Want to plan something?
Contact us today to schedule an event.
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Natixis Advisors, LLC provides advisory services through its division Natixis Investment Managers Solutions. Advisory services are generally provided with the assistance of model portfolio providers, some of which are affiliates of Natixis Investment Managers, LLC. Natixis Advisors, LLC does not provide tax or legal advice. Please contact a tax or legal professional prior to making any investment decisions. 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.
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