Natixis Model Portfolio Program
The Natixis Investment Managers Solutions – US model portfolio program seeks to address a range of investor goals and offers benefits including:
- Broad network of investment managers
- Strategic diversification
- Consistent, reliable implementation
- Systematic risk management
Capabilities
Natixis IM Solutions – US has nearly two decades of success creating and managing multi-asset model portfolios, providing institutional-quality investments for retail clients:- Seasoned team of portfolio managers has experience spanning opportunistic investing, strategic asset allocation, investment selection, and manager due diligence.
- Portfolios combine strategies offered by Natixis Investment Managers with specially selected third party managers.
- The model program provides standard and customized strategies managed by specialized teams.
Explore the breadth of our model offering below.
1Model Type
Core Intended as a primary investment portfolio 
Completion Complements a core portfolio with exposure to a specific asset class
Thematic Targets a specific theme, such as ESG investing
2Construction
Quantitative Uses a systematic, rules-based process for asset allocation
Fundamental Uses asset class, market and macroeconomic assumptions to select assets
3Allocation
Dynamic Shorter-term horizon drives asset allocation decisions
Strategic Longer-term horizon drives asset allocation decisions
4Tax Strategy
Tax-Managed Employ techniques to reduce or eliminate taxable capital gains
Tax-Aware Factor tax considerations into investment decision-making
Tax-Agnostic Does not focus on tax considerations
Model
- Equity
- Fixed Income
- Alternatives
Conservative
Moderately
Conservative
Moderate
Moderately
Aggressive
Aggressive
- Equity
- Fixed Income
- Alternatives
Conservative
Moderate
Aggressive
- Equity
- Fixed Income
- Alternatives
Conservative
Moderate
Aggressive
- Equity
- Fixed Income
- Alternatives
Conservative
Moderately
Conservative
Moderate
Moderately
Aggressive
Aggressive
- Equity
- Fixed Income
- Alternatives
Moderately
Conservative
Moderate
Moderately
Aggressive
- Equity
- Fixed Income
- Alternatives
Conservative
Moderately
Conservative
Moderate
Moderately
Aggressive
Aggressive
- Core
- Alternatives
Conservative
Moderate
Aggressive
- Equity
- Fixed Income
- Alternatives
Income
- Equity
- Fixed Income
- Alternatives
Moderately Conservative
Moderate
Moderately Aggressive
Risk tolerance is the driving force behind investment decision making, so risk is always the starting point for our portfolio construction and asset allocation decisions.
~ Marina Gross
Executive Vice President and Portfolio Manager, Natixis IM Solutions – US
Insights
Contact Us
Financial Professionals: To learn more about Natixis Model Portfolios, download the Model Program Overview Brochure or contact your Natixis Investment Managers sales representative.
Call 800-862-4863
Related Capabilities
Natixis Portfolio Clarity®
Analysis and insight for better portfolio construction – Natixis Portfolio Clarity® is the portfolio consulting service of Natixis Investment Managers.
Overlay Management Solutions
For advisors, managers and institutional clients focused on harmonizing their separate accounts, we offer a wide range of managed account options to address unique tax considerations, portfolio implementation concerns and customized plan requirements through our managed accounts division, Managed Portfolio Advisors® (MPA).
Active Index Advisors® Direct Indexing Strategies
Active Index Advisors® (AIA) brings indexing to the next level, with tax-managed separate accounts that can be customized to address specific investment objectives.
Natixis Advisors, L.P. provides discretionary advisory services through its divisions Active Index Advisors® and Managed Portfolio Advisors® and Natixis Investment Managers Solutions – US. Discretionary advisory services are generally provided with the assistance of model portfolio providers, some of which are affiliates of Natixis Investment Managers, LLC.
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