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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.
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Tap into insights, portfolio analysis techniques, and educational tools to explore trends, navigate rapidly changing markets, and uncover opportunities.
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Investment portfolio trends

Our Portfolio Analysis & Consulting team tracks allocation shifts, risks, gaps, and top-performer profiles.

Our experienced portfolio consultants leverage detailed analysis and insights that can guide portfolio construction decisions. Since 2012, we have evaluated more than 25,000 model portfolios for wealth managers and institutions.

Asset classes, investment products, and market activity are monitored both in real time and from a historical perspective. Explore our institutional and financial advisor portfolio trends reports.

This material is provided for informational purposes only and should not be construed as investment advice.

All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided. Investors should fully understand the risks associated with any investment prior to investing.

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