The ten members of the Investment Committee average 15 years of experience in the investment industry. They have wide-ranging expertise in multi-asset allocation and hold a variety of financial credentials including CFA®, CAIA, CIPM and FRM®. Many are consultants and analysts whose opinions may reflect insights gained from their interactions with financial advisors. Others bring experience with institutional and high net worth clients, as well as investment strategy research and portfolio management.
Investment Committee members hold credentials including CFA®, CAIA, CIPM and FRM®.The Committee’s diversity of backgrounds assures lively and well-informed discussions related to the economic, market, and corporate environment. Members review data from multiple angles, gleaning various insights and regularly challenging consensus views. Equity and Fixed Income sub-committees meet weekly, evaluating macro, fundamental, and valuation data to establish their recommended allocations. The full Committee meets weekly and votes monthly, with the highest conviction views submitted to the model portfolio management teams.
Active Allocation Recommendations
The Investment Committee’s objective is to produce stronger risk-adjusted returns than the average professionally managed moderate risk profile portfolio over both strategic and tactical time horizons. Strategic assumptions cover a 12–18 month horizon and form the foundation of models, such as the Tactical Core portfolios. Shorter-term tactical recommendations use a 3–6 month outlook reflected in the portfolios’ tactical tilts.
Themes and Examples: Tactical Tilt
In model portfolios with a tactical tilt component, Investment Committee views are generally implemented using ETFs. This example from December 2020 focuses on actions taken after the news of a successful Covid-19 vaccine phase 3 trial.
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Natixis Model Portfolio Program
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CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.
Indexes are not investments, do not incur fees and expenses and are not professionally managed. It is not possible to invest directly in an index.
Unlike passive investments, there are no indexes that an active investment attempts to track or replicate. Thus, the ability of an active investment to achieve its objectives will depend on the effectiveness of the investment manager.
Asset allocation models are intended for informational purposes only and should not be construed as a recommendation or investment advice, as the allocations provided do not take into account the investment objectives, risk tolerance, restrictions, liquidity needs or other characteristics of any one particular investor.