Investment analysis and portfolio design
Custom index-based solutions
Custom index-based solutions
Premier institutional asset managers
Customized, end-to-end investment management designed for institutions and individuals with unique goals and requirements.
Natixis Advisors
Customized investment management
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Custom Solutions
Integrated Portfolio Implementation
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Premier institutional asset managers
Investment analysis and portfolio design
Integrated Portfolio Implementation
Investment analysis and portfolio design
Premier institutional asset managers
®
Custom index-based solutions
Custom Solutions
Integrated Portfolio Implementation
Search for best-in-class investment solutions based on customized criteria.
Optimization of strategic asset allocation within designated parameters
Natixis Advisors
Integrated Portfolio Implementation
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Investment analysis and portfolio design
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Comprehensive portfolio evaluations identify risk, return and diversification drivers using proprietary web portal.
Premier institutional asset managers
Custom index-based solutions
Custom index-based solutions
Custom Solutions
Scenario and stress testing to quantify effects of “what if” scenarios on specific investments
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Absolute and relative attractiveness of asset classes over multiple time horizons
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Premier institutional asset managers
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Applications include estate planning, business sales, and tax-efficient account transitions
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Environmental, Social, and Governance (ESG), Socially Responsible Investing (SRI), sustainable, impact, and thematic investing
Accounts may be customized using screens related to values-based criteria, GICS sectors, or business involvement
Managed ETF portfolios, factor tilt, and smart beta strategies
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Integrated Portfolio Implementation
Custom Solutions
Premier institutional asset managers
Investment analysis and portfolio design
Integrated Portfolio Implementation
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Direct indexing portfolios, actively managed to minimize capital gains and taxable events.
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Custom index-based solutions
Natixis Advisors
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Custom index-based solutions
Investment analysis and portfolio design
Custom Solutions
Custom index-based solutions
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Integrated Portfolio Implementation
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Natixis Advisors
Custom Solutions
Premier institutional asset managers
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Integrated Portfolio Implementation
Investment analysis and portfolio design
Integrated Portfolio Implementation
Premier institutional asset managers
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Disclosure
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Full integration and recon capabilities with major trust accounting systems
Active risk management through increased transparency, combined reporting, and active oversight
Efficient solutions for managing and transferring multi-generational wealth
Aggregate underlying positions across mutual funds, ETFs, and separate accounts
Proprietary investment portal provides a personalized dashboard to monitor and manage accounts.
Asset allocation, rebalancing, and tax-efficient trade execution
Custom index-based solutions
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Custom index-based solutions
Investment analysis and portfolio design
Custom Solutions
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Natixis Investment Managers offers expertise across asset classes.
Premier institutional asset managers
Integrated Portfolio Implementation
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Breadth of solutions from traditional equities and fixed income to ESG-driven and alternative strategies
High-conviction active manager with more than 200 investment strategies from well-respected names in asset management
Access to multi-dimensional thinking that can lead to alpha generation
Premier institutional asset managers
Integrated Portfolio Implementation
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Custom Solutions
Investment analysis and portfolio design
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Custom index-based solutions
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Premier Institutional Asset Managers
Natixis Advisors
Custom index-based solutions
Investment analysis and portfolio design
Custom Solutions
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Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of more than 20 specialized investment managers globally, we apply Active Thinking to deliver proactive solutions that help clients pursue better outcomes in all markets. 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. 2261704.1.1 NA15-0420 Exp. 4/30/2021
Integrated Portfolio Implementation
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Custom Solutions
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Investment analysis and portfolio design
Natixis Advisors
Disclosure
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Premier institutional asset managers
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Custom index-based solutions
Integrated Portfolio Implementation
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Custom Solutions
Premier institutional asset managers
Investment analysis and portfolio design
Custom index-based solutions
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