Natixis Model Portfolio Program
- 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.




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
Co-Head
Natixis Investment Managers 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
2808301.7.1