In an increasingly competitive investment landscape, demand for customized portfolios is growing, along with concerns about taxes and fees. Natixis Advisors brings a unique combination of investment analysis, practical experience, and implementation expertise to the challenges of building and managing custom solutions.
- Expertise in large discretionary asset pools
- More than 15 years of multi-asset portfolio experience
- More than 60 full-time associates including 33 investment professionals and 16 CFAs
- Industry-leading overlay and tax management capabilities
- 8,500 distinct clients across intermediaries and institutions
Overviews the range of model portfolio construction methodologies with a focus on their strengths and weaknesses.
Consultants discuss how the growing divergence in the equity market has affected portfolio allocations – and highlight sectors advisors may have missed.
Introduction to Bitcoin, including the mining process, the impact of “halving cycles” on pricing trends, and price performance since 2010.
Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.
To learn more about Natixis Advisors please contact your sales representative.