- 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
Six asset allocation trends derived from in-depth analysis of investment portfolios by Natixis Portfolio Clarity® consultants.
Six institutional asset allocation and investment trends derived from data analyzed by Natixis Portfolio Clarity® consultants.
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