Model Portfolios and Your Practice

Learn how working with our consultants can help you identify risks in your models and build stronger portfolios for your clients.

Natixis Portfolio Clarity is the portfolio consulting service of Natixis Investment Managers. Specialized consultants provide portfolio analysis to investment professionals using sophisticated analytic tools to identify and quantify sources of risk and return. Twice a year the Latin American and US Offshore team amalgamates this portfolio data in Portfolio Barometer reports that highlight investment trends across risk-rated model portfolios.

Our consultants work in partnership with you to provide insight into the sources of risk and return in your models.

~ Julien Dauchez
Head of Portfolio Consulting

Capabilities

Our broad range of capabilities can be customized to your specific requirements from portfolio decomposition, scenario analysis and peer group benchmarking to asset class research, risk modeling and glidepath design. We are committed to helping inform, validate and advance our clients’ asset allocation and portfolio management methods.

Comprehensive portfolio evaluations identify risk, return and diversification drivers and can be tailored to specific requirements:
  • Portfolio scenario analysis and stress testing
  • Single factor sensitivity analysis
  • Fixed income scenario analysis
  • Manager search
  • Institutional peer group comparisons
Natixis Investment Managers is your ESG partner:
  • Suite of proprietary tools to evaluate ESG (environmental, social, governance) factors in portfolios
  • Sustainability risk scoring
  • Guidance on the changing regulatory environment
  • Watch capabilities video
  • Build, evaluate or manage portfolios to align with client needs
  • Portfolio optimizations can be customized for capital market assumptions, objectives or constraints, including ESG 
  • Asset class sleeve construction based on stated objectives and constraints
  • Asset allocation trends derived from proprietary portfolio database
  • Customized research on asset classes and investment strategies
Our research team monitors asset classes, investment products, and markets – both in real time and from a historical perspective – for areas of opportunity and risk.

Analysis includes multiple levels of screening to capture the nuances particular to various asset classes and investment styles. This objective evaluation is available to financial professionals who work with a consultant.

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