Objective

To position Natixis Global Asset Management’s independent portfolio research and consulting group’s services more effectively among its target market of IFA’s.

Approach

Conceptualised and implemented the Portfolio Barometer – which assesses conservative, moderate and aggressive sample model portfolios – on a quarterly basis using the team’s existing data set.

Result

The Barometer has consistently gained traction since it was launched, proving to be a leading indicator on changing asset allocation calls amongst the IFA market:

  • Barometer replicated internationally in 8 countries across 4 continents
  • 100% increase in coverage in H1 2017 against H1 2016