Institutional Brochure
Portfolio Consulting
The Pandemic Factor: Investing in the Covid Economy
Analyzing how the potential risk and return dynamics of the global economy have changed in the wake of the 2020 outbreak.
- October 30, 2020
- David E. Kuenzi
Institutional Investment Trends During the COVID Market
Six institutional asset allocation and investment trends derived from data analyzed by Natixis Portfolio Clarity® consultants.
- October 22, 2020
- Mark J. Cintolo
Asset Allocation Trends During the COVID Market
Six asset allocation trends derived from in-depth analysis of investment portfolios by Natixis Portfolio Clarity® consultants.
- October 13, 2020
- Mark J. Cintolo
Equity Diversification for the Next Selloff
With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?
- June 18, 2020
- Mark J. Cintolo
US Asset Allocation Trends – Spring 2020
Six asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.
- March 9, 2020
Institutional Asset Allocation Trends – Spring 2020
Six asset allocation trends derived from in-depth analysis of institutional investment portfolios by Natixis Portfolio Clarity® consultants.
- March 2, 2020
- Mark J. Cintolo
Allocating for Higher Inflation: Don’t Miss Out on Returns
Overview of factors that influence inflation and opportunities for adding inflation exposure in a way that maintains baseline return expectations.
- February 26, 2020
- Mark J. Cintolo
ESG Trajectory in the Fund Selection Process
See why identifying funds with positive ESG momentum may be a more effective predictor of future performance than the ESG rating alone.
- November 25, 2019
- Gregory V. Kanarian
Using Analytics to Help Advisors Build Better Portfolios
Watch this brief introduction to Natixis Portfolio Clarity®, an institutional-quality portfolio analysis service for financial professionals.
Alternative Allocations Tailored to Specific Investment Objectives
Overview of alternative investment solutions designed for alpha differentiation, volatility management, downside mitigation, and interest rate mitigation.
- January 23, 2019
The Advisor Experience
Hear our clients share details about their Natixis Portfolio Clarity® experience and learn about our Comprehensive Portfolio Evaluation.
- August 16, 2016