Natixis research has found that investors who use model investment portfolios are almost twice as likely to say they are confident about their financial situation. Our data also shows that advisors know they need to demonstrate value beyond asset allocation in order to meet the needs of their clients. That’s why so many advisors are turning to model portfolios.
What makes our models different
Our standard and customized model investment portfolios use a strategic combination of active mutual funds, SMAs and tactical positions in passive ETFs. Our goal is to add value at every step of the model delivery process, through comprehensive reporting, market intelligence and specialized resources. We bring a practitioner’s sensibility to portfolio construction, drawing on our analysis of more than 25,000 advisor portfolios since 2012.
- Our 10-person Investment Committee meets weekly to discuss and evaluate macro, fundamental, technical, and valuation data to develop an evolving capital market outlook.
- Our tactical portfolios reflect many of the Investment Committee’s short-term themes.
- We offer more than 30 different models on more than 10 platforms, ranging from income and conservative to aggressive and all-equity portfolios.
- A detailed trade rationale is available each time an adjustment is made to our model portfolios.
