BOSTON--(BUSINESS WIRE)--Natixis Investment Managers (Natixis) today announced that 10 Natixis model portfolios, designed exclusively for use by Merrill Lynch Wealth Management clients and advisors, have been added to the Merrill Lynch Investment Advisory Program. Effective immediately, clients and advisors have access to the Natixis Tactical Core Models and Natixis Tactical Core Tax Aware Models, which are hybrid portfolios that utilize Natixis’ investment affiliate network along with third party active managers to build a strategic allocation and express tactical tilts through exposure to Exchange Traded Funds.
The models aim to provide incremental alpha for investors through a three-pronged investment process focused on strategic portfolio design, an opportunistic overlay, and a rigorous quantitative and qualitative manager selection process. Natixis’ multi-manager structure allows the asset allocation team to draw on the broad, diverse and independent viewpoints of over 20 specialized investment managers within the Natixis organization. The strategic allocation for the models is made of high conviction, actively managed strategies and is rebalanced annually, while tactical views are applied mainly through passive strategies with a 3-6 month outlook.
“We are proud of our company’s model portfolio strategy, which we believe can help clients meet their long-term financial goals,” said David Giunta, CEO of Natixis Investment Managers in the U.S. “We look forward to providing Merrill Lynch investors access to these innovative strategies.”
“At Natixis, we are highly focused on developing and implementing personalized portfolios that align with clients’ expectations, needs and values,” said Marina Gross, Executive Vice President of Natixis Investment Managers Solutions.1 “We are thrilled that Merrill Lynch Wealth Management advisors and clients now have access to Natixis’ multi-asset portfolios.”
About Natixis Investment Managers
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. Natixis Investment Managers ranks among the world’s largest asset management firms2 with more than $1 trillion assets under management3 (€898.2 billion).
Headquartered in Paris and Boston, Natixis Investment Managers is a subsidiary of Natixis. Listed on the Paris Stock Exchange, Natixis is a subsidiary of BPCE, the second-largest banking group in France. Natixis Investment Managers’ affiliated investment management firms include AEW; Alliance Entreprendre; AlphaSimplex Group; Darius Capital Partners; DNCA Investments;4 Dorval Asset Management; Flexstone Partners; Gateway Investment Advisers; H2O Asset Management; Harris Associates; Investors Mutual Limited; Loomis, Sayles & Company; Mirova;5 MV Credit; Naxicap Partners; Ossiam; Ostrum Asset Management; Seeyond; Seventure Partners; Thematics Asset Management; Vauban Infrastructure Partners;6 Vaughan Nelson Investment Management; Vega Investment Managers;7 and WCM Investment Management. Investment solutions are also offered through Natixis Advisors and Dynamic Solutions. Not all offerings available in all jurisdictions. For additional information, please visit Natixis Investment Managers’ website at im.natixis.com | LinkedIn: linkedin.com/company/natixis-investment-managers. Twitter: @NatixisIM
