Natixis Portfolio Clarity Overview
“We use data, analytics, and research to help advisors build more durable portfolios for their clients.”-Marina Gross, Executive Vice President, Portfolio Research & Consulting Group
Review our comprehensive portfolio consulting and risk analysis capabilities.
Build, analyze, and monitor portfolios using sophisticated risk analysis and dashboards within our proprietary web portal.
Build more durable portfolios leveraging our institutional caliber research, analysis, and insight.
Equity substitutes, equity complements, and equity diversifiers. All of these strategies may play a role in risk mitigation, but they do so in different ways.
With asset class returns broadly positive in the first half of 2017, see what worked best and why.
Moderate model portfolio performance in 2016 was a tale of two halves.
Working With Clarity
Deeper insights into the drivers of investment results to help guide better decision making.
Learn about the Natixis Portfolio Clarity® suite of model portfolios, designed to address four distinct asset allocation objectives.
Hear our clients share details about their Natixis Portfolio Clarity® experience and learn about our Comprehensive Portfolio Evaluation.
Who We Are
In service to our clients, Natixis Portfolio Clarity draws upon a diverse team of highly–skilled portfolio consultants and analysts with expertise in asset allocation analysis, investment strategy, quantitative research, and private wealth management. Many hold advanced degrees and designations and together they bring the combined perspectives of academic and real world experience to the challenges of portfolio construction.
Learn more about the Natixis Portfolio Clarity leadership.