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NATIXIS PORTFOLIO CLARITY – UK Portfolio Barometer

Natixis Global Asset Management’s quarterly Portfolio Barometer offers insights into UK financial advisers’ model portfolios and the allocation decisions they are making. Natixis’s Portfolio Research & Consulting Group works with financial advisers and other intermediaries to analyse and enhance their model portfolios and help them develop investor portfolios suited to today’s complex markets.

The Portfolio Barometer highlights trends uncovered by analysis of 112 model risk-rated portfolios managed by UK financial adviser and wealth management firms in the three months ending June 2016. The model portfolios under review were grouped into three risk-rated categories: ‘Conservative’, ‘Moderate’ and ‘Aggressive’1, based on the definitions given by the firms themselves.

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