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Natixis Alternative Completion Portfolio

Portfolio overview

  • The portfolio combines a group of diversified alternatives into a single model that can be easily integrated with a core portfolio. 
  • Our models use Natixis affiliate products alongside offerings from third-party managers.
  • The portfolio seeks to maximize return while providing a high degree of diversification against equities and bonds.
  • The model is constructed to align with the typical risk profile of a moderate investor by targeting volatility similar to a blended benchmark of 60% S&P 500® Index and 40% Bloomberg US Aggregate Bond Index.
  • The portfolio targets a beta of 0.50 or less relative to both the S&P 500® Index and the Bloomberg US Aggregate Bond Index.

 

Portfolio construction

  • The portfolio is constructed using a systematic process focused on consistency and transparency, and seeks to mitigate downside risk while maximizing return within the portfolio’s volatility constraints.
  • The portfolio is constructed using a proprietary risk-aligned framework.
  • This framework relies on a holistic process that evaluates each investment based on its merits and compatibility with other portfolio holdings.

Facts

Objective: To provide a convenient, cost-effective and diversified alternatives portfolio that can be easily integrated with a core portfolio to mitigate downside risk.

Inception date: 4/1/2019

Documents

Natixis Alternative Completion Portfolio factsheet
190.44 KB

Management

Multi-asset oversight

Jack Janasiewicz, CFA
Multi-Asset Portfolio Manager and Lead Portfolio Strategist
Natixis Investment Managers Solutions
Full bio
Christopher Sharpe, CFA
Portfolio Manager, Multi-Asset Portfolios
Natixis Investment Managers Solutions
Full bio
Brian Hess
Portfolio Manager
Natixis Investment Managers
Full bio

Functional teams driving portfolio construction and management

Investment
committee

Macroeconomic,
fundamental, technical research and portfolio management

Quantitative research and development

Design, test and build asset allocation tools and techniques, including multi-factor algorithms

Manager
research

Investment strategy and product search, review, selection, oversight and due diligence

Analytics portfolio consulting

Portfolio evaluations, custom portfolio design and construction, investment advisory services

Natixis Investment Managers | Solutions

Natixis Investment Managers Solutions provides design, development and execution of portfolio strategies tailored to clients’ specific investment objectives and unique portfolio constraints.
Learn more

How can we assist you?

Contact your Natixis representative to learn more about our investment strategies, solutions, and services.
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CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

A Blended Index is of a combination of benchmarks against which a portfolio can be compared. Weights are assigned to each individual benchmark in the blend, and a rebalancing frequency is set for how often the blend is reset to its original weights. These rebalancings will not necessarily correspond to the rebalancing of a Fund;s investment portfolio, and the relative weightings of the asset classes in a Fund will generally differ to some extent from the weightings in the Blended Index.

Beta measures the volatility of a security or a portfolio in comparison to the market as a whole.

The Bloomberg U.S. Aggregate Bond Index is a broad-based index that covers the U.S.-dollar-denominated, investment-grade, fixed-rate, taxable bond market of SEC-registered securities. The index includes bonds from the Treasury, government-related, corporate, mortgage-backed securities, asset-backed securities, and collateralized mortgage-backed securities sectors. 

The S&P 500® is widely regarded as the best single gauge of large-cap U.S. equities. The index includes 500 leading companies and covers approximately 80% of available market capitalization. 

Volatility is the range of variation in the value of a security.

All 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. Investors should fully understand the risks associated with any investment prior to investing.

Diversification does not guarantee a profit or protect against a loss.

This material is provided for informational purposes only and should not be construed as investment advice. The views and opinions contained herein reflect the subjective judgments and assumptions of the authors only and do not necessarily reflect the views of Natixis Investment Managers or any of its affiliates. The views and opinions expressed may change based on market and other conditions. There can be no assurance that developments will transpire as forecasted, and actual results may vary.

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