Portfolio analysis and consulting are available through Natixis Investment Managers Solutions. Our consultants have evaluated more than 25,000 model portfolios submitted by financial professionals. Our robust team of 25 consultants, analysts, and specialists includes experts in portfolio construction with backgrounds in asset allocation, due diligence, quantitative research, and wealth management. Many are CFA® and CAIA® charterholders, and others hold CFP®, CIMA, Financial Risk Manager, and other financial designations.
Capabilities
In today’s complex capital markets, achieving effective portfolio diversification has become increasingly challenging. The Portfolio Analysis & Consulting team provides objective risk-based analysis, insight and research that supports better portfolio construction and asset allocation. Our broad range of capabilities can be customized to your specific requirements. From model portfolio evaluations to proprietary research and insights on asset allocation, our team is committed to helping financial professionals build better portfolios for their clients.
Consulting
Asset Allocation
Research
Investment portfolio trends
We monitor asset classes, investment products, and market activity both in real time and from a historical perspective. Trends are tracked for institutional and financial advisor portfolios and summarized in midyear and year-end reports.
Evaluate portfolios for 4 macro outlooks
Team
The Natixis Investment Committee
Established in 2015 to provide asset allocation guidance for our portfolio consultation clients. The Committee also develops capital market views and allocation recommendations for the firm's tactical model portfolios, and uses its assumptions to manage the proprietary Clarity Partners Global Moderate Portfolio.
Connect with us
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the US, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.