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 has more than 15 years of experience creating and managing multi-asset model portfolios for many types of investors. The model portfolios are managed by a robust team of analysts and portfolio managers with diverse investment experience.

The portfolio managers believe that while financial markets exhibit certain relatively consistent and stable characteristics over the long term, they present periods of dislocation, momentum and other inefficiencies over the short term.

  • Each model portfolio uses a risk-managed allocation framework that guides exposures to maximize desired outcomes.
  • Management teams select individual investment strategies based on specific merits, while also considering compatibility and fit with the other portfolio strategies.
  • The model portfolios combine active and passive investment strategies to allow for flexibility related to timeframe, liquidity, cost, and type of exposure.

Strategies – Specialized model portfolios, managed with a consistent process.

Model Approachmodel
Core – Intended as a primary investment portfolio

Completion – Built to complement a core portfolio and provide exposure to a specific asset class

Thematic – Target a specific theme, such as ESG investing

 

Construction Approach construction
Quantitative – Use a systematic, rules-based process for asset allocation

Fundamental – Use asset class, market and macroeconomic assumptions to select assets

 

Allocation Approach allocation
Dynamic – Asset allocation focuses on short-term opportunities

Strategic – Asset allocation focuses on long-term opportunities

 


Models – A series of portfolios for conservative, moderate and aggressive investors.

Quantitative Core

Dynamic Core

  • Risk-managed portfolios driven by clear and consistent rules.
  • Seek to maximize return efficiency by allocating to asset classes exhibiting high Sharpe ratio momentum.

Conservative • Moderately Conservative • Moderate • Moderately Aggressive • Aggressive

Risk-Efficient

  • Risk-managed portfolios that can be used as a core holding or as a complement to fundamental investments.
  • Each portfolio has three sleeves: tactical, strategic core, and alternatives.

Conservative • Moderate • Aggressive

Fundamental Core

Tactical Core – Taxable

  • Portfolios of actively managed funds that express tactical asset class views with ETF exposure.
  • Allocations adjusted monthly, based on asset class and market opportunities, with a goal of maximizing return with reasonable risk.

Conservative •  Moderately Conservative • Moderate • Moderately Aggressive • Aggressive

Tactical Core – Tax Aware

  • Portfolios of actively managed funds that express tactical asset class views with ETF exposure.
  • Allocations are adjusted monthly, based on asset class and market opportunities, with a goal of maximizing return with reasonable risk and limiting tax impact.

Conservative •  Moderately Conservative • Moderate • Moderately Aggressive • Aggressive

Completion

Alternative Completion

  • Quantitative portfolios providing alternatives exposure to complement a traditional equity / fixed income core.
  • Each model aligns with the risk profile of the core portfolio, using volatility targeting for a seamless fit.

Conservative • Moderate • Aggressive

Thematic

ESG/Sustainable

  • Portfolios that factor environmental, social, and governance considerations into the investment process.

Risk-Efficient Income

  • Risk-managed, quantitative income-oriented portfolio
  • Portfolio has three sleeves: tactical, strategic core, and alternatives

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


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