Natixis Portfolio Clarity® is the portfolio consulting service of Natixis Advisors. Since 2012, Natixis Portfolio Clarity® consultants have evaluated more than 10,000 model portfolios submitted by financial professionals. Our robust team of 25 consultants, analysts, and specialists includes experts in portfolio construction with backgrounds in asset allocation, due diligence, quantitative research, and wealth management. Many are CFA® and CAIA charterholders, and others hold CFP®, CIMA, Financial Risk Manager, and other financial designations.
What differentiates Natixis Portfolio Clarity® is the combination of academic rigor, sophisticated analytics, and real world experience we bring to the challenges of portfolio construction.
~ Marina Gross
Executive Vice President & Portfolio Manager
In today’s complex capital markets, achieving effective portfolio diversification has become increasingly challenging. The Natixis Portfolio Clarity® team provides objective portfolio analysis, using sophisticated analytic tools to identify and quantify sources of risk and return. Our broad range of capabilities can be customized to your specific requirements. From model portfolio evaluations to proprietary research and insights on asset allocation, the Natixis Portfolio Clarity® team is committed to helping financial professionals build better portfolios for their clients.
Our signature offering is the Comprehensive Portfolio Evaluation, a detailed analysis of the risk, return, and diversification aspects of model portfolios submitted by financial professionals. The report seeks to identify, quantify and explain the sources of and contribution to risk and return in a portfolio.
Our portfolio analysis platform is powered by a suite of proprietary and institutional-grade technology, and the award-winning Natixis Portfolio Clarity® Portal helps enhance the portfolio construction process through a highly interactive user experience.
For clients with more complex requirements, we offer a range of custom analytics including portfolio stress testing as well as a full service consulting program.
Full Service Consulting Brochure
Experienced consultants provide financial professionals with timely insights on market events and their potential impact on asset allocation and portfolio construction.
Natixis Portfolio Clarity® also maintains an investment committee that meets weekly to evaluate economic and capital market data and establish recommended portfolio allocations. Committee members have wide-ranging experience in multi-asset allocation, and seek to generate superior risk-adjusted returns compared to the average professionally managed moderate risk profile portfolio.
The Investment Committee’s monthly positioning updates and quarterly strategic asset class outlook are available to our consulting clients.
The Natixis Portfolio Clarity® research team monitors asset classes, investment products, and markets – both in real time and from a historical perspective – for areas of opportunity and risk.
Analysis includes multiple levels of screening to capture the nuances particular to various asset classes and investment styles. This objective evaluation is available to financial professionals who work with a Natixis Portfolio Clarity® consultant.
Dedicated analysts also monitor trends in asset allocation in the US and around the world, which are published periodically. The depth of the Natixis Portfolio Clarity® database makes it possible to identify and correlate allocation trends with industry changes and capital market performance.
Review 5 Investment Trends in US Advisor Portfolios
From the growth vs. value divide to the profusion of unicorns and the struggle to find yield, financial professionals had their hands full in 2020.
Recent trends show increasing growth style bias, higher emerging market allocations and focus on quality fixed income holdings in moderate portfolios.
Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.
The CARES Act provision deferring payments on federal student loans – and lowering rates to 0% – may offer an opportunity for clients with student debt.
To learn more about Natixis Portfolio Clarity® services or meet with a portfolio consultant, please contact your Natixis Investment Managers sales representative.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the US, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.