Natixis Portfolio Clarity Overview
James Beaumont, Head of Portfolio Research & Consulting Group, talks about his team and the free bespoke analysis of advisers' model portfolios that they can provide.
CapabilitiesPortfolio Research and Consulting Group Services
The Portfolio Research and Consulting Group is an international team of highly qualified industry professionals, many with credentials including CFA®, CFP®, and Financial Risk Manager (FRM). We use sophisticated analytic tools and offer collaborative guidance to help support your investment decisions.
|What We Do||What We Don't Do|
|Provide a free analytical service to professional investors||Give investment advice|
|Give an independent and unbiased evaluation of your model portfolios, with a focus on risk management||Provide a macro view|
|Use sophisticated tools and techniques to inform, validate and advance your asset allocation process||Replace or compete with your other professional advisor|
Comprehensive Portfolio Evaluation*
Our premier service is a comprehensive model portfolio evaluation that culminates in a detailed report that you review with your consultant. This free, bespoke analysis focuses primarily on risk exposures, because we believe risk is a more stable variable than return in portfolio construction. The ultimate goal is to achieve better returns with lower overall volatility.
|Value at Risk||Asset Allocation Building Blocks||Risk Budgeting|
|Factor Analysis||Stress Test||Peer Group|
- We have a variety of institutional tools at our disposal
- Our customized analysis is based on your unique requirements
- Follow-up analysis to address further questions
How We Work With You
We work with you to identify and address any shortcomings, within the context of your model portfolio guidelines. Our goal is to help you develop a consistent process to guide future portfolio construction decisions.
While the content of the reporting package varies by client, the following analytics are examples of the reporting you can expect to receive: Correlations, Stress Test, Value at Risk by Asset Class, and Factor Analysis.
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Who We Are
We outline below our approach to requests for Comprehensive Portfolio Evaluations:
Where you request a Comprehensive Portfolio Evaluation free of charge: Unless you inform us otherwise we will provide the Comprehensive Portfolio Evaluation to you on the basis that you are permitted to receive it as a non-monetary benefit in accordance with applicable law and regulation.
If you need to know the value of the Comprehensive Portfolio Evaluation so that you may disclose it’s value to your underlying clients: We can provide you with a valuation for the Comprehensive Portfolio Evaluation as requested.
If you tell us you are not permitted, or do not wish, to receive the Comprehensive Portfolio Evaluation free of charge: We can provide the Comprehensive Portfolio Evaluation to you for a fee. Please ask us for our fees and standard Terms and Conditions.
Please contact us if you need any additional information.