Portfolio analysis & consulting

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.

What differentiates our team is the combination of academic rigor, sophisticated analytics, and real world experience we bring to the challenges of portfolio construction.

- Marina Gross, Co-Head Natixis Investment Managers Solutions

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

Understand sources of risk and return: Our signature offering is the Comprehensive Portfolio Evaluation, a detailed analysis of the risk, return, and diversification aspects of model portfolios submitted by financial professionals. The report seeks to identify, quantify and explain the sources of and contribution to risk and return in a portfolio. Our portfolio analysis platform is powered by a suite of proprietary and institutional-grade technology, and the award-winning Natixis Investment Portal helps enhance the portfolio construction process through a highly interactive user experience. For clients with more complex requirements, we offer a range of custom analytics including portfolio stress testing as well as a full service consulting program.

Asset Allocation

Build better portfolios: Experienced consultants provide financial professionals with timely insights on market events and their potential impact on asset allocation and portfolio construction. We also maintain an investment committee that meets weekly to evaluate economic and capital market data and establish recommended portfolio allocations. Committee members have wide-ranging experience in multi-asset allocation, and seek to generate superior risk-adjusted returns compared to the average professionally managed moderate risk profile portfolio. The Investment Committee’s monthly positioning updates and quarterly strategic asset class outlook are available to our consulting clients.

Research

In-depth analytics: Our research team monitors asset classes, investment products, and markets – both in real time and from a historical perspective – for areas of opportunity and risk. Analysis includes multiple levels of screening to capture the nuances particular to various asset classes and investment styles. This objective evaluation is available to financial professionals who work with our consultants. Dedicated analysts also monitor trends in asset allocation in the US and around the world, which are published periodically. The depth of our peer group portfolio database makes it possible to identify and correlate allocation trends with industry changes and capital market performance.