Natixis Model Portfolio Program
- Broad network of investment managers
- Strategic diversification
- Consistent, reliable implementation
- Systematic risk management
Capabilities
The Natixis Investment Managers Solutions team has nearly two decades of success creating and managing multi-asset model portfolios, providing institutional-quality investments for retail clients:- Seasoned team of portfolio managers has experience spanning opportunistic investing, strategic asset allocation, investment selection, and manager due diligence.
- Portfolios combine strategies offered by Natixis Investment Managers with specially selected third party managers.
- The model program provides standard and customized strategies managed by specialized teams.
Explore the breadth of our model offering below.
1Model Type
Core Intended as a primary investment portfolio
Completion Complements a core portfolio with exposure to a specific asset class
Thematic Targets a specific theme, such as ESG investing
2Construction
Quantitative Uses a systematic, rules-based process for asset allocation
Fundamental Uses asset class, market and macroeconomic assumptions to select assets
3Allocation
Dynamic Shorter-term horizon drives asset allocation decisions
Strategic Longer-term horizon drives asset allocation decisions
4Tax Strategy
Tax-Managed Employ techniques to reduce or eliminate taxable capital gains
Tax-Aware Factor tax considerations into investment decision-making
Tax-Agnostic Does not focus on tax considerations
Model
- Equity
- Fixed Income
- Alternatives
- Equity
- Fixed Income
- Alternatives
- Equity
- Fixed Income
- Alternatives
- Equity
- Fixed Income
- Alternatives
- Equity
- Fixed Income
- Alternatives
- Equity
- Fixed Income
- Alternatives
- Core
- Alternatives
- Equity
- Fixed Income
- Alternatives
- Equity
- Fixed Income
- Alternatives
Risk tolerance is the driving force behind investment decision making, so risk is always the starting point for our portfolio construction and asset allocation decisions.
~ Marina Gross
Co-Head
Natixis Investment Managers Solutions
Insights
Contact Us
Financial Professionals: To learn more about Natixis Model Portfolios, download the Model Program Overview Brochure or contact your Natixis Investment Managers sales representative.
Call 800-862-4863
Objective, risk-based analysis, insight and research to support better portfolio construction and asset allocation.
Customized strategies to maximize after-tax return, align with personal values or pursue specific investment objectives.
Multi-asset model portfolios can help advisors capture efficiencies, increase scale and provide competitive portfolios for clients.
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