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Fixed income
Active fixed income investments uncover yield and value opportunities while mitigating risk. Tap into Natixis Investment Managers’ expertise.
Portfolio analysis & consulting
In-depth portfolio analysis to identify and measure sources and drivers of risk and return that can be applied to asset allocation in client portfolios.
Macro Insights
Get data-driven analysis of today’s capital markets that looks beyond the headlines and helps you put current events into better context.
Tools of the Trade
Tap into insights, portfolio analysis techniques, and educational tools to explore trends, navigate rapidly changing markets, and uncover opportunities.
Diversity, Equity and Inclusion
We continuously work to create an environment that promotes diversity, equity, and inclusion in all its forms, across gender, race, religion, sexual orientation, disability, ethnicity, and background.

Model portfolios

Natixis research has found that investors who use model investment portfolios are almost twice as likely to say they are confident about their financial situation. Our data also shows that advisors know they need to demonstrate value beyond asset allocation in order to meet the needs of their clients. That’s why so many advisors are turning to model portfolios.


What makes our models different

Our standard and customized model investment portfolios use a strategic combination of active mutual funds, SMAs and tactical positions in passive ETFs. Our goal is to add value at every step of the model delivery process, through comprehensive reporting, market intelligence and specialized resources. We bring a practitioner’s sensibility to portfolio construction, drawing on our analysis of more than 25,000 advisor portfolios since 2012.  

  • Our 10-person Investment Committee meets weekly to discuss and evaluate macro, fundamental, technical, and valuation data to develop an evolving capital market outlook. 
  • Our tactical portfolios reflect many of the Investment Committee’s short-term themes.
  • We offer more than 30 different models on more than 10 platforms, ranging from income and conservative to aggressive and all-equity portfolios.  
  • A detailed trade rationale is available each time an adjustment is made to our model portfolios.

Work with an experienced team

Natixis Investment Managers Solutions has more than 20 years of experience providing institutional-quality multi-asset model portfolios for retail clients. Our seasoned team of model portfolio investment managers has expertise spanning opportunistic investing, strategic asset allocation, investment selection, and manager due diligence. 

Our models seek to address a range of investor goals and offer benefits including:

  • Broad network of investment managers
  • Strategic diversification
  • Consistent, reliable implementation
  • Systematic risk management
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Strategies to move on from cash

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.