Model Portfolio Program

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

  • Core

  • Fundamental

  • Dynamic

  • Tax-Agnostic

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

Related Insights

Listen

No Cuts? No Problem.

Portfolio manager Jack Janasiewicz and investment strategist Brian Hess discuss inflation, rates, growth, and positioning in the Natixis model portfolios.
April 18, 2024 Brian Hess - Jack Janasiewicz

Portfolio Construction Fundamentals

Model portfolio manager offers insights on asset allocation, portfolio structure, strategy selection and performance and risk monitoring.

March 27, 2024 Brian Kmetz
Listen

Bubble Trouble?

Portfolio manager and strategist Jack Janasiewicz discusses inflation anomalies, February market highs, AI, and comparisons with the dot-com bubble.
March 12, 2024 Jack Janasiewicz
Listen

Herding Hawks at the Fed

Portfolio manager and strategist Jack Janasiewicz discusses inflation nuances and the Federal Reserve’s need for “greater confidence” before cutting rates.
February 13, 2024 Jack Janasiewicz
Listen

What Really Matters in 2024

Portfolio manager and strategist Jack Janasiewicz explains why growth, labor trends and risk appetite are what matters most to the markets this year.
January 10, 2024 Jack Janasiewicz
Listen

Rate Cuts on the Horizon?

The latest economic data prints are paving the way for interest rate cuts in 2024 according to portfolio manager and strategist Jack Janasiewicz.
December 15, 2023 Jack Janasiewicz
Watch

Macro Outlook: Turn the Page

Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.
December 15, 2023 Brian Hess - Jack Janasiewicz - Garrett Melson
Listen

Straight Talk on the Treasury Market

Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses the dynamics and mechanics roiling the US Treasury market.
November 17, 2023 Jack Janasiewicz



LEARN MORE ABOUT OUR MODEL PORTFOLIO PROGRAM

Call 800-862-4863

3632241.1.1