Analysis and insight for better portfolio construction
Portfolio analysis and consulting are available through Natixis Investment Managers Solutions. Our consultants have evaluated more than 15,000 model portfolios submitted by financial professionals. Our robust team of 25 consultants, analysts, and specialists includes experts in portfolio construction with backgrounds in asset allocation, due diligence, quantitative research, and wealth management. Many are CFA® and CAIA charterholders, and others hold CFP®, CIMA, Financial Risk Manager, and other financial designations.

What differentiates our team is the combination of academic rigor, sophisticated analytics, and real world experience we bring to the challenges of portfolio construction.

~ Marina Gross
Co-Head
Natixis Investment Managers Solutions


Capabilities

In today’s complex capital markets, achieving effective portfolio diversification has become increasingly challenging. The Portfolio Analysis & Consulting team provides objective risk-based analysis, insight and research that supports better portfolio construction and asset allocation. Our broad range of capabilities can be customized to your specific requirements. From model portfolio evaluations to proprietary research and insights on asset allocation, our team is committed to helping financial professionals build better portfolios for their clients.

Consulting

Understand sources of risk and return
Our signature offering is the Comprehensive Portfolio Evaluation, a detailed analysis of the risk, return, and diversification aspects of model portfolios submitted by financial professionals. The report seeks to identify, quantify and explain the sources of and contribution to risk and return in a portfolio.

Our portfolio analysis platform is powered by a suite of proprietary and institutional-grade technology, and the award-winning Natixis Investment Portal helps enhance the portfolio construction process through a highly interactive user experience.

For clients with more complex requirements, we offer a range of custom analytics including portfolio stress testing as well as a full service consulting program.

Full Service Consulting Brochure

Asset Allocation

Build better portfolios
Experienced consultants provide financial professionals with timely insights on market events and their potential impact on asset allocation and portfolio construction.

We also maintain an investment committee that meets weekly to evaluate economic and capital market data and establish recommended portfolio allocations. Committee members have wide-ranging experience in multi-asset allocation, and seek to generate superior risk-adjusted returns compared to the average professionally managed moderate risk profile portfolio.

The Investment Committee’s monthly positioning updates and quarterly strategic asset class outlook are available to our consulting clients.

Research

In-depth analytics
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 our consultants.

Dedicated analysts also monitor trends in asset allocation in the US and around the world, which are published periodically. The depth of our peer group portfolio database makes it possible to identify and correlate allocation trends with industry changes and capital market performance.

Review 5 Investment Trends in US Advisor Portfolios



Team

Marina Gross

Co-Head
Natixis Investment Managers Solutions

Full Bio

Joseph Klimas, CIPM®

Senior Vice President
Natixis Investment Managers Solutions

Full Bio

Jack Janasiewicz, CFA®

Portfolio Manager and Lead Portfolio Strategist
Natixis Investment Managers Solutions

Full Bio

Garrett Melson, CFA®

Portfolio Strategist
Natixis Investment Managers Solutions

Full Bio

Mark J. Cintolo, CFA®, CAIA®

Vice President, Portfolio Consultant
Natixis Investment Managers Solutions

Full Bio

James Kelly, CFA®, CFP®, CAIA

Vice President, Portfolio Consultant
Natixis Investment Managers Solutions

Full Bio

Sean McDade, CFP®, CAIA®

Vice President, Portfolio Consultant
Natixis Investment Managers Solutions

Full Bio

Gregory V. Kanarian, CFA®

Vice President, Portfolio Consultant
Natixis Investment Managers Solutions

Full Bio

Kevin McCullough, CFA®

Associate Portfolio Consultant
Natixis Investment Managers Solutions

Full Bio

Sean Kaukas, CFA®

Portfolio Consultant
Natixis Investment Managers Solutions

Full Bio

David T. Reilly, CFA®

Vice President, Portfolio Consultant
Natixis Investment Managers Solutions

Full Bio

Brian Kmetz, CFA®, CIPM®

Vice President and Portfolio Manager
Natixis Investment Managers Solutions

Full Bio


 

To learn more about Portfolio Analysis & Consulting services or meet with a portfolio consultant, please contact your Natixis Investment Managers sales representative.

Call 800-862-4863