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

The Market Giveth, the Market Taketh

Portfolio Manager Jack Janasiewicz explains how surprisingly strong data prints disrupted the markets in February.
March 10, 2023 Jack Janasiewicz
Listen

Goldilocks vs. the Bears

Portfolio Manager Jack Janasiewicz believes jobs data and the Federal Reserve’s most recent comments may be “just right” for an economic soft landing.
February 14, 2023 Jack Janasiewicz
Listen

Disinflation Pipeline and the Phillips Curve Fed

Portfolio Manager Jack Janasiewicz explains why divergences in global monetary policy could be a key differentiator for asset class returns in 2023.
January 10, 2023 Jack Janasiewicz
Listen

Runway for a Soft Landing?

Portfolio Manager Jack Janasiewicz discusses the equity market’s November pivot, signs of deflation, the Fed’s two-sided risks, and policy changes in China.
December 14, 2022 Jack Janasiewicz
Watch

Expect Positive Trends for Corporate Bonds in 2023

Portfolio strategist Garrett Melson discusses improving valuations in fixed income, particularly investment grade corporate bond.

December 13, 2022 Garrett Melson
Watch

Outlook or Look Out! Macro Analysis for 2023

Portfolio strategists look ahead to the capital market forces in play for 2023, from inflation and Fed policy to asset headwinds, tailwinds and risks.
December 9, 2022 Jack Janasiewicz - Garrett Melson
Watch

Best Practices & Innovations in Model Portfolios

Highlights from a panel talk on model portfolios featuring Natixis Solutions’ Portfolio Manager Brian Kmetz, CFA®, offer best practices and innovations.
October 18, 2022 Brian Kmetz
Watch

Are We There Yet? Pulse Check: Macro, Markets & Inflation

Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.
September 15, 2022 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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