Natixis Model Portfolio Program
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.
Completion – Built to complement a core portfolio and provide exposure to a specific asset class
Thematic – Target a specific theme, such as ESG investing
Fundamental – Use asset class, market and macroeconomic assumptions to select assets
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.
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.
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.
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.
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.
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
Related Capabilities
Analysis and insight for better portfolio construction – Natixis Portfolio Clarity® is the portfolio consulting service of Natixis Investment Managers.
For advisors, managers and institutional clients focused on harmonizing their separate accounts, we offer a wide range of managed account options to address unique tax considerations, portfolio implementation concerns and customized plan requirements through our managed accounts division, Managed Portfolio Advisors® (MPA).
Natixis Advisors, L.P. provides discretionary advisory services through its divisions Active Index Advisors® and Managed Portfolio Advisors® and Natixis Investment Managers Solutions – US. Discretionary advisory services are generally provided with the assistance of model portfolio providers, some of which are affiliates of Natixis Investment Managers, LLC.
2808301.5.1