Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.
Full range of US and global separately managed accounts (SMAs) with strategies including equity, sustainable equity, fixed income, and REITs.
A look at how the US-China trade war, Brexit, Germany’s slowdown, and Middle East tensions could affect markets and portfolios over the near term
Six midyear asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.
A global multi-affiliate platform of independent investment management, consulting, and implementation expertise serving a wide spectrum of investor needs.