Customized investment management
Natixis Advisors
Customized, end-to-end investment management designed for institutions and individuals with unique goals and requirements.
Integrated Portfolio Implementation
Custom index-based strategies
Investment analysis and portfolio design
Premier institutional asset managers
Custom Solutions
Premier institutional asset managers
Custom index-based strategies
Investment analysis and portfolio design
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Integrated Portfolio Implementation
Disclosure
Premier institutional asset managers
Custom index-based strategies
Investment analysis and portfolio design
Custom Solutions
Integrated Portfolio Implementation
®
Premier institutional asset managers
Custom index-based strategies
Custom index-based solutions
Investment analysis and portfolio design
Comprehensive portfolio evaluations identify risk, return and diversification drivers using proprietary web portal.
Natixis Advisors
Absolute and relative attractiveness of asset classes over multiple time horizons
Optimization of strategic asset allocation within designated parameters
Scenario and stress testing to quantify effects of “what if” scenarios on specific investments
Search for best-in-class investment solutions based on customized criteria.
Custom Solutions
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Integrated Portfolio Implementation
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Disclosure
Natixis Advisors
Custom index-based strategies
Direct indexing portfolios, actively managed to minimize capital gains and taxable events.
Accounts may be customized using screens related to values-based criteria, GICS sectors, or business involvement
Environmental, Social, and Governance (ESG), Socially Responsible Investing (SRI), sustainable, impact, and thematic investing
Managed ETF portfolios, factor tilt, and smart beta strategies
Applications include estate planning, business sales, and tax-efficient account transitions
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Premier institutional asset managers
Integrated Portfolio Implementation
®
Custom index-based strategies
Investment analysis and portfolio design
Custom Solutions
Home
Premier institutional asset managers
Integrated Portfolio Implementation
®
Custom index-based solutions
Investment analysis and portfolio design
Custom Solutions
Home
Disclosure
Natixis Advisors
Integrated Portfolio Implementation
®
Proprietary investment portal provides a personalized dashboard to monitor and manage accounts.
Aggregate underlying positions across mutual funds, ETFs, and separate accounts
Asset allocation, rebalancing, and tax-efficient trade execution
Active risk management through increased transparency, combined reporting, and active oversight
Full integration and recon capabilities with major trust accounting systems
Efficient solutions for managing and transferring multi-generational wealth
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Premier institutional asset managers
Integrated Portfolio Implementation
®
Custom index-based strategies
Investment analysis and portfolio design
Custom Solutions
Home
Premier institutional asset managers
Integrated Portfolio Implementation
®
Custom index-based strategies
Investment analysis and portfolio design
Custom Solutions
Home
Disclosure
Natixis Advisors
Premier institutional asset managers
Natixis Investment Managers offers expertise across asset classes.
High-conviction active manager with more than 200 investment strategies from well-respected names in asset management
Breadth of solutions from traditional equities and fixed income to ESG-driven and alternative strategies
Access to multi-dimensional thinking that can lead to alpha generation
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Premier institutional asset managers
Integrated Portfolio Implementation
®
Custom index-based strategies
Investment analysis and portfolio design
Custom Solutions
Home
Premier institutional asset managers
Integrated Portfolio Implementation
®
Custom index-based strategies
Investment analysis and portfolio design
Custom Solutions
Home
Disclosure
Natixis Advisors
Investing involves risk, including the risk of loss. Sustainable investing focuses on investments in companies that relate to certain sustainable development themes and demonstrate adherence to environmental, social and governance (ESG) practices; therefore the universe of investments may be limited and investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. This could have a negative impact on an investor's overall performance depending on whether such investments are in or out of favor. Natixis Advisors, L.P. provides discretionary advisory services through its divisions Active Index Advisors , Managed Portfolio Advisors and Natixis Investment Managers Solutions – US. Discretionary advisory services are generally provided with the assistance of model portfolio providers, some of which are affiliates of Natixis Investment Managers, LLC. Natixis Advisors, L.P. provides non-discretionary advisory services through its Natixis Portfolio Clarity team. Natixis Advisors, L.P. does not provide tax or legal advice. Please consult with a tax or legal professional prior to making any investment decisions. Natixis Advisors, L.P. (“Natixis Advisors”) is one of the independent asset managers affiliated with Natixis Investment Managers, LLC. Copyright © 2020 Natixis Distribution, L.P. All rights reserved. 2261704.2.1 NA15-0421 Exp. 4/30/2022
Premier institutional asset managers
Integrated Portfolio Implementation
®
Custom index-based strategies
Investment analysis and portfolio design
Custom Solutions
Home
Premier institutional asset managers
Integrated Portfolio Implementation
®
Custom index-based strategies
Investment analysis and portfolio design
Custom Solutions
Home
Premier institutional asset managers
Disclosure
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