Our model portfolio program seeks to address a range of investor goals and offers benefits including:

  • Broad network of investment managers
  • Strategic diversification
  • Consistent, reliable implementation
  • Systematic risk management

Capabilities

The Solutions team has nearly two decades of success creating and managing multi-asset model portfolios, providing institutional-quality investment management for retail investors:
  • Seasoned team of portfolio managers has experience spanning opportunistic investing, strategic asset allocation, investment selection, and manager due diligence.
  • Portfolio managers can select from a broad array of high conviction investment strategies offered by the 20 independent Natixis Investment Managers affiliates as well as use third-party managers.
  • We offer a range of options across portfolio types, portfolio construction and allocation methodologies, and tax considerations.

Explore the breadth of our model offering below.

Explore Model Portfolios

1Model Type

Core Intended as a primary investment portfolio

Completion Complements a core portfolio with exposure to a specific asset class

Thematic Targets a specific theme, such as ESG investing

2Construction

Quantitative Uses a systematic, rules-based process for asset allocation

Fundamental Uses asset class, market and macroeconomic assumptions to select assets

3Allocation

Dynamic Shorter-term horizon drives asset allocation decisions

Strategic Longer-term horizon drives asset allocation decisions

4Tax Strategy

Tax-Managed Employ techniques to reduce or eliminate taxable capital gains

Tax-Aware Factor tax considerations into investment decision-making

Tax-Agnostic Does not focus on tax considerations

Model

Active, rules-based & risk-managed
Approximate allocations
  • Equity
  • Fixed Income
  • Alternatives

Conservative


Moderately
Conservative


Moderate


Moderately
Aggressive


Aggressive

 
Diversified, tax-efficient & opportunistic
Approximate allocations
  • Equity
  • Fixed Income
  • Alternatives

Conservative


Moderate


Aggressive

 
Risk-aware, diversified & opportunistic
Approximate allocations
  • Equity
  • Fixed Income
  • Alternatives

Conservative


Moderate


Aggressive

 


Multi-horizon, diversified & opportunistic
Approximate allocations
  • Equity
  • Fixed Income
  • Alternatives

Conservative


Moderately
Conservative


Moderate


Moderately
Aggressive


Aggressive

 
Diversified, tax-efficient & opportunistic
Approximate allocations
  • Equity
  • Fixed Income
  • Alternatives

Moderately
Conservative


Moderate


Moderately
Aggressive

 
Tax-aware, multi-horizon & opportunistic
Approximate allocations
  • Equity
  • Fixed Income
  • Alternatives

Conservative


Moderately
Conservative


Moderate


Moderately
Aggressive


Aggressive

 
Diversifying & risk-efficient
Approximate allocations
  • Core
  • Alternatives

Conservative


Moderate


Aggressive

 
Income-focused, diversified & opportunistic
Approximate allocations
  • Equity
  • Fixed Income
  • Alternatives

Income

 
Long horizon & ESG-focused
Approximate allocations
  • Equity
  • Fixed Income
  • Alternatives

Moderately Conservative


Moderate


Moderately Aggressive

 

Risk tolerance is the driving force behind investment decision making, so risk is always the starting point for our portfolio construction and asset allocation decisions.

~ Marina Gross
Co-Head, Natixis Investment Managers Solutions


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LEARN MORE ABOUT OUR MODEL PORTFOLIO PROGRAM

Call 800-862-4863