Natixis Portfolio Clarity | Natixis Investment Managers

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

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.