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Fixed income
Active fixed income investments uncover yield and value opportunities while mitigating risk. Tap into Natixis Investment Managers’ expertise.
September 18, 2024
Portfolio analysis & consulting
In-depth portfolio analysis to identify and measure sources and drivers of risk and return that can be applied to asset allocation in client portfolios.
Tools of the Trade
Tap into insights, portfolio analysis techniques, and educational tools to explore trends, navigate rapidly changing markets, and uncover opportunities.
Diversity, Equity and Inclusion
We continually work to create an environment that promotes diversity, equity and inclusion in all its forms, across gender, race, religion, sexual orientation, disability, ethnicity and background.

Discretionary multi-asset mandates

Natixis Investment Managers Solutions brings a depth of experience in all aspects of discretionary multi-asset portfolio management:

  • Establishing investment parameters
  • Modelling current and future allocations
  • Managing and implementing the portfolio over the designated time horizon

With expertise in large discretionary asset pools, we offer a breadth of traditional equity, fixed income, ESG-driven, and alternative strategies. Benefits of coordinating the management of multiple investment sleeves include:

  • Streamlining implementation
  • Facilitating better risk management
  • Reducing unnecessary and redundant transactions

Capabilities

We offer a broad range of capabilities related to discretionary multi-asset mandates:

  • Asset allocation studies
  • Asset/liability studies
  • Scenario analysis
  • Manager selection/oversight
  • Macro perspectives and portfolio positioning
  • IPS statement review
  • Glidepath design
  • Capital market assumptions
  • ESG research and analysis
  • Portfolio optimization
  • Portfolio implementation
  • Proactive tax management
  • Transition analysis and management
  • Reporting and monitoring

Learn more about discretionary multi-asset mandate capabilities

Call 800-862-4863 or schedule an in-person or virtual meeting.
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