Natixis Model Portfolios Added to UBS’s Separately Managed Accounts Platform

  • May 5, 2021

Highlights

  • Five Natixis Tactical Alpha Model Portfolios added to the program
  • Models designed to align with client risk tolerance, combining a strategic core allocation of traditional asset classes and an alternatives sleeve with a tactical overlay shifting the portfolios based on our macro views
BOSTON, May 5, 2021 – Natixis Investment Managers (Natixis) today announced that five of its model portfolios, designed exclusively for clients of UBS Wealth Management USA (UBS), have been added to UBS’s ACCESS platform. Effective today, UBS’s US clients will have access to Natixis Tactical Alpha Model Portfolios through a pricing strategy that charges no additional investment manager fee and provides efficient access to a wide range of customizable investment offerings.1

Natixis Tactical Alpha Model Portfolios aim to provide significant alpha for investors through a three-pronged investment process focused on strategic portfolio design, an opportunistic overlay, and a rigorous quantitative and qualitative manager selection process. They are designed to be hybrid portfolios that align with client risk tolerance and combine active and passive strategies, strategic and tactical portfolio management and traditional and alternative asset classes. The strategic allocation for the models is comprised of high conviction, actively managed strategies and is rebalanced annually, while tactical views are applied mainly through passive strategies with a three to six month outlook. These model portfolios are powered by advanced analytics and supported by experienced consultants.

“We continue to focus on providing the best possible advisory products and services to our clients from across the industry,” said David Blank, Head of UMA, SMA and Mutual Fund Wrap Advisory platforms, UBS Global Wealth Management. “These strategies will increase investor choice and provide greater differentiation to meet our clients’ unique needs, outcomes and investment objectives.”

“We are pleased to be part of UBS’s new SMA offering and look forward to serving their clients with our innovative multi-asset portfolios,” said David Giunta, CEO of Natixis Investment Managers in the US. “Natixis’ unique multi-affiliate structure gives clients access to broad and diverse independent views. We are confident our model portfolio strategies can play an important role in helping clients meet their long-term financial goals.”

Model portfolios are becoming increasingly popular with both financial advisors and clients. According to a survey published in February 2021 by Natixis Investment Managers, the growing adoption of model portfolios reflects a heightened focus on the overall client experience, providing an added layer of discipline and oversight to investment decision making, offering a more consistent investment process, and allowing advisors more time to address client needs.

About Natixis Investment Managers
Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of more than 20 specialized investment managers globally, we apply Active Thinking® to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis Investment Managers ranks among the world’s largest asset management firms2 with nearly $1,389.7 billion assets under management3 (€1,135.5 billion).

Headquartered in Paris and Boston, Natixis Investment Managers is a subsidiary of Natixis. Listed on the Paris Stock Exchange, Natixis is a subsidiary of BPCE, the second-largest banking group in France. Natixis Investment Managers’ affiliated investment management firms include AEW; Alliance Entreprendre; AlphaSimplex Group; DNCA Investments;4 Dorval Asset Management; Flexstone Partners; Gateway Investment Advisers; H2O Asset Management; Harris Associates; Investors Mutual Limited; Loomis, Sayles & Company; Mirova; MV Credit; Naxicap Partners; Ossiam; Ostrum Asset Management; Seeyond; Seventure Partners; Thematics Asset Management; Vauban Infrastructure Partners; Vaughan Nelson Investment Management; Vega Investment Managers;5 and WCM Investment Management. Additionally, investment solutions are offered through Natixis Investment Managers Solutions, and Natixis Advisors offers other investment services through its AIA and MPA division. Not all offerings available in all jurisdictions. For additional information, please visit Natixis Investment Managers’ website at im.natixis.com | LinkedIn: linkedin.com/company/natixis-investment-managers.

Natixis Investment Managers’ distribution and service groups include Natixis Distribution, L.P., a limited purpose broker-dealer and the distributor of various U.S. registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers, Natixis Investment Managers S.A. (Luxembourg), Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia.
1 Natixis Investment Managers Solutions is offered through Natixis Advisors, L.P., which is affiliated with Natixis Investment Managers. The Natixis Tactical Alpha Models are managed by Natixis Advisors, L.P.
1 Cerulli Quantitative Update: Global Markets 2020 ranked Natixis Investment Managers as the 17th largest asset manager in the world based on assets under management as of December 31, 2019.

2 Assets under management (“AUM”) as of December 31, 2020 is $1,389.7 billion. AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.

3 A brand of DNCA Finance.

4 A wholly-owned subsidiary of Natixis Wealth Management.

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