{"id":49285,"date":"2016-02-19T00:59:27","date_gmt":"2016-02-18T23:59:27","guid":{"rendered":"http:\/\/beta.next-finance.net\/note\/natixis-global-asset-management-research-suggests-french-model-portfolios-made-best-returns-in-2015\/"},"modified":"2016-02-19T00:59:27","modified_gmt":"2016-02-18T23:59:27","slug":"natixis-global-asset-management-research-suggests-french-model-portfolios-made-best-returns-in-2015","status":"publish","type":"post","link":"http:\/\/beta.next-finance.net\/en\/note\/natixis-global-asset-management-research-suggests-french-model-portfolios-made-best-returns-in-2015\/","title":{"rendered":"Natixis Global Asset Management research suggests French model portfolios made best returns in 2015"},"content":{"rendered":"<p><em> <strong>Results fuelled by large holdings of outperforming European equities and preference for effective<br \/>\nrisk-managed products.<\/strong> <\/em><\/p>\n<p>Natixis Global Asset Management (Natixis Global AM) has today published the first annual<br \/>\nedition of its Global Portfolio Barometer, offering insights into model portfolios across the world<br \/>\nand the asset allocation decisions made throughout 2015.<\/p>\n<p><quote>The analysis was carried out by Natixis\u2019 in-house Portfolio Research and Consulting Group, which<br \/>\nreviewed 855 model risk-rated portfolios provided by advisers throughout the whole of 2015.<\/quote><\/p>\n<p>These portfolios were based in seven different locations worldwide: Singapore (13 portfolios<br \/>\nreviewed), France (46), Italy (25), Spain (45), Latin America (12), the UK (266) and the USA<br \/>\n(448).<\/p>\n<p>Key findings include:<\/p>\n<ul>\n<li> The winners in 2015 were French investors, who made returns of nearly 8% in \u2018moderate\u2019<br \/>\nrisk rated portfolios evaluated in the study<\/li>\n<li> UK investors followed in second, with returns of over 5%<\/li>\n<li> US and Latin American balanced portfolios experienced the lowest returns<\/li>\n<li> In years of disparate asset class performance, such as 2015, the experience for investors<br \/>\nacross the globe varies significantly<\/li>\n<li> Significant differences exist in the average asset allocation of a \u201cbalanced portfolio\u201d across<br \/>\nall countries \u2013 equities remain the core holding for balanced portfolios in Anglophone countries<br \/>\nand Singapore, while fixed income is core for countries such as France, Spain and Italy<\/li>\n<li> Investors with similar risk tolerances may have very different portfolios depending on<br \/>\nwhich country they live in <\/li>\n<\/ul>\n<p>Commenting on the new research, James Beaumont, International Head of Portfolio Research &#038;<br \/>\nConsulting Group at Natixis Global Asset Management, said: <em>\u201cThis research shows just how<br \/>\ndifferently asset allocation is handled across the world, highlighting the importance of<br \/>\nconsidering risk first, before return, in portfolio construction and reconsidering the traditional<br \/>\n60\/40 equities\/bonds approach to the balanced portfolio.\u201d<\/em><\/p>\n<p><em>\u201cFrench investors in our study were the clear winners in 2015, benefiting from high exposure to<br \/>\nEuropean equity markets, which performed well, and strong manager selection in fixed income.<br \/>\nLatin American investors lost out due to poorly performing local markets and high exposures to<br \/>\nunderperforming US markets,\u201d<\/em> said Beaumont. <\/p>\n<p>Christophe Point, Managing Director of Natixis Global Asset Management Distribution for France,<br \/>\nFrench-speaking Switzerland and Monaco, concludes: <em>\u201cThe contrasted results revealed by this<br \/>\nbarometer reminds the investors of the importance of setting long-term personal goals while<br \/>\nputting risk first when building portfolios. This approach is key to help generate diversification<br \/>\nand return in an increasingly complex financial environment.\u201d<\/em><\/p>\n<p><em> <strong>Methodology<\/strong><br \/>\n<br \/>All figures, unless otherwise stated, are derived from detailed analysis conducted by the Portfolio Research &#038; Consulting Group of 855 model portfolios across seven different locations worldwide: Singapore (13), France (46), Italy (25), Spain (45), Latin America (12), the UK266) and the USA. The data covers the 12 months from January to December 2015.<\/p>\n<p><strong>About the Portfolio Research and Consulting Group<\/strong><br \/>\n<br \/>The Portfolio Research and Consulting Group provides a free and bespoke service to advisers to help build more durable portfolios for their clients. The group uses advanced analytical capabilities derived from sophisticated, institutional grade software to help improve the way advisers create and manage their portfolios. <\/em> <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Natixis Global Asset Management (Natixis Global AM) has today published the first annual<br \/>\nedition of its Global Portfolio Barometer, offering insights into model portfolios across the world<br \/>\nand the asset allocation decisions made throughout 2015. <\/p>\n","protected":false},"author":20,"featured_media":49283,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[1481],"tags":[1656,1809,1655,1657,1651,1437,1724,1962],"_links":{"self":[{"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/posts\/49285"}],"collection":[{"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/users\/20"}],"replies":[{"embeddable":true,"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/comments?post=49285"}],"version-history":[{"count":0,"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/posts\/49285\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/media\/49283"}],"wp:attachment":[{"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/media?parent=49285"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/categories?post=49285"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/tags?post=49285"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}