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Natixis Model Portfolios added to Merrill Lynch Investment Advisory Program


Natixis Investment Managers’ (Natixis) 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 specialised investment managers within the Natixis organisation. 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 three to six month outlook.
“We are proud of our company’s model portfolio strategy, which we believe can help clients meet their long-term financial goals,” says David Giunta, CEO of Natixis Investment Managers in the US. “We look forward to providing Merrill Lynch investors access to these innovative strategies.”
“At Natixis, we are highly focused on developing and implementing personalised portfolios that align with clients’ expectations, needs and values,” says 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.”

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