Natixis Portfolio Clarity is the portfolio consulting service of Natixis Investment Managers. Specialized consultants provide objective portfolio analysis to investment professionals who seek a deeper level of insight, using sophisticated analytic tools to identify and quantify sources of risk and return. The Portfolio Research and Consulting Group works with advisors all over the world to help them better analyse and understand their model portfolios. The team then amalgamates that data and shares these top level findings with investors in the form of Portfolio Barometer reports which identify investment trends across risk rated model portfolios.

Capabilities

Portfolio 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 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. 
PRCG Portfolio Review Process

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.  

Sample analytics


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CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial PlannerTM and CFP® in the US, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. FRM® is a trademark owned by the Global Association of Risk Professionals.

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