Natixis Model Portfolio Program

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

  • Core

  • Fundamental

  • Dynamic

  • Tax-Agnostic

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

Straight Talk on the Treasury Market

Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses the dynamics and mechanics roiling the US Treasury market.
November 17, 2023 Jack Janasiewicz

Don’t Be Shy About Using Model Portfolios

Using models can give clients a consistent investment experience and free up more time for advisors to provide high level financial advice.
November 16, 2023 Gregory V. Kanarian Financial Professional content – requires login
Listen

Cruel September

Portfolio Manager Jack Janasiewicz examines seasonality patterns and the rise in bond yields, oil, and the dollar that weighed on risk assets in September.
October 13, 2023 Jack Janasiewicz
Listen

Bullwhips and the Extrapolation Effect

Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.
September 15, 2023 Jack Janasiewicz
Watch

Macro Insights: About That Recession…

Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.
September 12, 2023 Brian Hess - Jack Janasiewicz - Garrett Melson
Listen

Recession Outlook: Going, Going, Gone

Portfolio Manager Jack Janasiewicz discusses the shifting recession narrative, labor and inflation trends, and the Fed’s pathway to a soft landing.
August 18, 2023 Jack Janasiewicz
Listen

Market Catalysts: Made in the USA

Portfolio Manager Jack Janasiewicz discusses potential market tailwinds, FOMO, a US capital spending boom, and prospects for a strong second half.

July 17, 2023 Jack Janasiewicz
Watch

Midyear Outlook: Eve of Disruption?

Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.
June 29, 2023 Jack Janasiewicz - Garrett Melson



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


Portfolio Analysis & Consulting

Objective, risk-based analysis, insight and research to support better portfolio construction and asset allocation.

Direct Indexing Strategies

Customized strategies to maximize after-tax return, align with personal values or pursue specific investment objectives.

Investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.

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