US Institutional Asset Allocation Trends

Analysis of key asset allocation trends derived from in-depth analysis of institutional investment portfolios by Natixis Portfolio Clarity® consultants.

Natixis Portfolio Clarity® US Portfolio Trends – Summer Six Pack 2019

Six midyear asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.

Choosing an Optimal Target Date Solution

Balancing performance, fees, investment processes, and equity allocation parameters is key to evaluating target date fund managers.

Understanding US-China Trade Turmoil and Its Potential Investor Impacts

An analysis of recent market volatility and how US-China trade turmoil may continue to affect markets and investors in the near term.

Using Factor Analysis to Build Better Portfolios

Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.

Interest Rates: Why the Fed’s New Narrative Is ‘Lower for Longer’

A change in the way the Fed considers interest rate policy has the potential to be very important for both markets, investors, and portfolios.

Fixed Income Investing: Roles Your Bond Portfolio Can Play

Amid interest rate uncertainty, Porfolio Strategist Jack Janasiewicz provides some insights for investors looking to reposition their fixed income allocations.

Addressing the Funding Gap in Public Pension Plans

Analysis of factors contributing to projected pension shortfalls and strategies for addressing the problem while lowering overall portfolio risk.

Building a Suite of Model Portfolios for Clients

Explore the pros and cons of four distinct methods of model portfolio construction: customized, optimized, straight line, and straight line thematic.

Asset Allocator’s Guide to Equity Beta-Reducing Strategies

Equity substitutes, equity complements, and equity diversifiers. All of these strategies may play a role in risk mitigation, but they do so in different ways.

Portfolio Model Program

Learn about the Natixis Portfolio Clarity® suite of model portfolios, designed to address four distinct asset allocation objectives.

  • October 30, 2018
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The Advisor Experience

Hear our clients share details about their Natixis Portfolio Clarity® experience and learn about our Comprehensive Portfolio Evaluation.

  • August 16, 2016