CapabilitiesNatixis Portfolio Clarity Services
The Natixis Portfolio Clarity team 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 goal is to help advisors better understand the relationship between volatility and performance.
|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.
Our Latin American & US Offshore Portfolio Barometer examines portfolio trends and positioning in the transition from the stay-at-home to reopening economy.
US Investment Analyst Joe Pittman explains why Harris Associates’ commitment to continuous learning is fundamental to successful investing in dynamic markets.
PM Mike Tian of WCM Investment Management discusses how some businesses are adapting to a changed business environment as a result of Covid-19.