Analysis and insight for better portfolio construction
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


Capabilities

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.

Consulting

Understand sources of risk and return
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

Asset Allocation

Build better portfolios
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.

Investment Committee Strategic Asset Class Outlook

Research

In-depth analytics
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 US Asset Allocation Trends Report



Team

Marina Gross

Executive Vice President & Portfolio Manager
at Natixis Advisors, L.P.

Full Bio

Jack Janasiewicz, CFA®

Senior Vice President, Portfolio Strategist and Portfolio Manager
at Natixis Advisors, L.P.

Full Bio

Mark J. Cintolo, CFA®, CAIA®

Vice President, Portfolio Consultant
at Natixis Advisors, L.P.

Full Bio

Sean McDade, CFP®, CAIA®

Vice President, Portfolio Consultant
at Natixis Advisors, L.P.

Full Bio

Michael Dembro

AVP, Portfolio Consultant
at Natixis Advisors, L.P.

Full Bio

Joseph Klimas, CIPM

Senior Vice President
at Natixis Advisors, L.P.

Full Bio

James Kelly, CFA®, CFP®, CAIA®

Vice President, Portfolio Consultant
at Natixis Advisors, L.P.

Full Bio

Gregory V. Kanarian, CFA®

Vice President, Portfolio Consultant
at Natixis Advisors, L.P.

Full Bio

Sean Kaukas, CFA®

Portfolio Consultant
at Natixis Advisors, L.P.

Full Bio

David T. Reilly, CFA®

Vice President, Portfolio Consultant
at Natixis Advisors, L.P.

Full Bio


 

More about Portfolio Clarity

To learn more about Natixis Portfolio Clarity® services or meet with a portfolio consultant, please contact your Natixis Investment Managers sales representative.

Call 800-862-4863