Consulting, Analytics, and Research
As the responsibility for funding retirement continues to shift to individuals, plan sponsors and advisors are increasingly challenged to help investors understand and measure the impacts of their allocation decisions on their portfolios.
Our Natixis Portfolio Clarity®
team of independent and highly qualified portfolio analysts can provide you with a comprehensive risk audit of your client’s portfolio to identify gaps, deficiencies, redundancies, and hidden risks.
Our comprehensive portfolio solutions can be used to evaluate risk- and plan menu design with services including:
- Interest rate stress tests
- Active share metrics
- Analytics to help prepare for retirement distributions
- Custom research, modeling, and glidepath analysis
Learn more about our complimentary
Comprehensive Portfolio Evaluation