Our 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

The Natixis Investment Managers Solutions team 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.

Explore Model Portfolios

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

Active, rules-based & risk-managed
Approximate allocations
  • Equity
  • Fixed Income
  • Alternatives

Conservative


Moderately
Conservative


Moderate


Moderately
Aggressive


Aggressive

 
Diversified, tax-efficient & opportunistic
Approximate allocations
  • Equity
  • Fixed Income
  • Alternatives

Conservative


Moderate


Aggressive

 
Risk-aware, diversified & opportunistic
Approximate allocations
  • Equity
  • Fixed Income
  • Alternatives

Conservative


Moderate


Aggressive

 


Multi-horizon, diversified & opportunistic
Approximate allocations
  • Equity
  • Fixed Income
  • Alternatives

Conservative


Moderately
Conservative


Moderate


Moderately
Aggressive


Aggressive

 
Diversified, tax-efficient & opportunistic
Approximate allocations
  • Equity
  • Fixed Income
  • Alternatives

Moderately
Conservative


Moderate


Moderately
Aggressive

 
Tax-aware, multi-horizon & opportunistic
Approximate allocations
  • Equity
  • Fixed Income
  • Alternatives

Conservative


Moderately
Conservative


Moderate


Moderately
Aggressive


Aggressive

 
Diversifying & risk-efficient
Approximate allocations
  • Core
  • Alternatives

Conservative


Moderate


Aggressive

 
Income-focused, diversified & opportunistic
Approximate allocations
  • Equity
  • Fixed Income
  • Alternatives

Income

 
Long horizon & ESG-focused
Approximate allocations
  • 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
Co-Head
Natixis Investment Managers Solutions


Insights

Listen

Devils, Details, and Market Overhangs

Portfolio Manager Jack Janasiewicz explains why the markets need clarity on three uncertainty overhangs before they can gain some traction.

Listen

Sell the Angst, Buy the Tanks?

Portfolio Manager Jack Janasiewicz discusses the stock market’s gain in March, yield curve relativity, the rate hike trajectory and inflation expectations.

Listen

Inflationary Doom Loop?

Portfolio Manager Jack Janasiewicz discusses events that rattled markets in February, from rate hike expectations to fallout from the Russia/Ukraine crisis.

Listen

A Bout of Market Indigestion

Portfolio Manager Jack Janasiewicz provides context around January’s market swoon, the Fed’s anticipated rate hikes and the start of earnings season.

Sharpe-Weighting: An Alternative Portfolio Construction Technique

Weighting portfolio assets based on their Sharpe ratios may be a good alternative to mean-variance optimization to help optimize risk efficiency.

Listen

Peak Fed Hawkishness – and Beyond

Portfolio Manager Jack Janasiewicz discusses the December Fed meeting, living with Omicron, the power of earnings, and the new market highs at year end.

Portfolio Rebalancing in Uncertain Times

Periodic rebalancing is necessary to maintain an investor’s target risk profile, but it’s important to understand the costs and benefits.

Watch

Stranger Things: Macro & Market Outlook 2022

Portfolio strategists offer a refreshingly different take on inflation, interest rates, valuations and the most recent comments from the Federal Reserve.




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