Retirement Strategies and Solutions

Natixis Investment Managers partners with retirement plan sponsors and advisors to help them achieve greater retirement security for their clients. Our offering includes:
  • A full range of retirement products representing every asset class, from equities and fixed income to alternatives and ESG (Environmental, Social, Governance).
  • Asset allocation and risk modeling, to evaluate and improve upon the durability of retirement portfolios to help them withstand market, inflationary, longevity, and sequence of return risks.
  • Guidance for plan sponsors and retirement advisors to help them support their clients’ needs during the critical phases of accumulation and post-retirement distribution.
  • Global plan survey research and plan sponsor education, which can help identify gaps and opportunities, improve participant understanding and allow for better engagement with plan sponsors.

Portfolio Construction

Consulting, Analytics, and Research
As the responsibility for funding retirement continues to shift to individuals, plan sponsors and financial professionals are increasingly challenged to help investors understand and measure the impacts of their allocation decisions on their portfolios.
 
Our Portfolio Analysis & Consulting team of independent and highly qualified portfolio analysts can provide you with a comprehensive risk audit of your client’s portfolio to identify gaps, deficiencies, redundancies, and hidden risks. 

Our comprehensive portfolio solutions can be used to evaluate risk and plan menu design with services including:
  • Interest rate stress tests
  • Active share metrics
  • Analytics to help prepare for retirement distributions
  • Custom research, modeling, and glidepath analysis
Learn more about our complimentary Comprehensive Portfolio Evaluation

Graphic showing various impacts of allocation decisions within return, risk, and diversification benchmarks

Natixis Center for Investor Insight

A Research Program with Global Reach
The Natixis Center for Investor Insight is a global research initiative focused on the critical issues shaping today’s investment landscape. The Center examines sentiment and behavior, market outlooks and trends, and risk perceptions of institutional investors, financial professionals and individuals around the world. Our goal is to fuel a more substantive discussion of issues with a 360° view of markets and insightful analysis of investment trends.

Learn more

Related Articles

2023 Global Retirement Index

This year’s GRI takes a deep dive into the critical issues driving global retirement security – and reveals the top countries for retirement security around the world.
September 12, 2023 Dave Goodsell
2023 Strategist Outlook: Turn the Page

When it comes down to it, market strategists and economists within the Natixis Investment Managers family see an uncertain world, but not one without opportunity.
July 24, 2023 Dave Goodsell
2023 Individual Investor Survey

Investors struggle to reset expectations for a new market environment.
June 20, 2023 Dave Goodsell

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This material is intended for informational purposes only, does not constitute investment advice and should not be construed as a recommendation for investment action. The information provided does not take into account the investment objectives, risk tolerance, restrictions, liquidity needs or other characteristics of any one particular investor.

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