Natixis Investment Managers expands its presence in Australia with retail licence
Sydney, Australia, 4 September, 2023, Natixis Investment Managers (Natixis IM) today announced it has expanded its Australian Financial Services Licence (AFSL) allowing it to promote to retail clients. With the expanded licence the leading global asset manager has the opportunity to bring the capabilities of its Expert Collective of more than 15 investment managers to Australian financial advisers and retail investors.
The retail AFSL marks a new stage in Natixis IM’s expansion in the Australian market. As of 1 September, Natixis IM now incorporates the distribution team of local affiliate IML, more than doubling the number of staff it employs in Australia.
Natixis IM is ranked as the world’s 17th largest asset manager* with more than US$1.2 trillion assets under management globally.
Country Head Australia and New Zealand for Natixis IM, Louise Watson, said the retail AFSL is an important milestone for Natixis IM in Australia.
“Financial advisers play a crucial role in steering Australians towards better financial futures. We want to help advisers better serve Australians by bringing greater diversity to the market to ensure investors have more choice in how they achieve their financial goals.
“Our point of difference is our global Expert Collective of high performing active managers that delivers more than 200 strategies across different asset classes including global large, small and medium cap equities, global fixed income, sustainable investing, real estate and private assets.”
Ms Watson said client demand for Natixis IM’s innovative solutions is strong.
“One of the biggest drivers of extending our licence is the inbound interest we are receiving from financial advisers. Australian investors are still highly concentrated in Australian equities and property, which is a tiny part of the global investment landscape. If Australians diversify their investments into other markets and asset classes it can give them more resilient investment portfolios which perform better over the long-term.”
Fabrice Chemouny, Head of International Distribution, Natixis IM commented; “Expanding our existing Australian Financial Services Licence to include retail investors is an exciting development which reflects our strong commitment to Australia. Natixis IM has already built a good foundation among Australian institutional investors, and we are now looking forward to delivering our world-class strategies and client-focused service to financial advisors and individual investors.”
Ms Watson said, “We have a firm wide initiative to ensure that our whole team are focused on the client and what is important to them. We seek to understand their challenges and help clients to solve them with the very best of our global Expert Collective.”
Australian retail investors can currently access strategies from local affiliate IML, as well as global investment managers Loomis Sayles and Vaughan Nelson**. Natixis Investment Managers’ global “Expert Collective” offers more than 200 different investment strategies, from 15+ active asset managers, across asset classes, styles, and vehicles.
* Cerulli Quantitative Update: Global Markets 2023 ranked Natixis Investment Managers as the 17th largest asset manager in the world based on assets under management as of December 31, 2022.
** Investors Mutual Limited (IML) AFSL 229988 is the Responsible Entity of the IML Funds (www.iml.com.au/funds), including the Loomis Sayles Global Equity Fund (www.loomissayles.com.au); and the Vaughan Nelson Global Equity SMID Fund (VaughanNelson.com.au).
About Natixis Investment Managers
Natixis Investment Managers’ multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world’s largest asset managers1 with more than $1.2 trillion assets under management2 (€1.1 trillion), Natixis Investment Managers delivers a diverse range of solutions across asset classes, styles, and vehicles, including innovative environmental, social, and governance (ESG) strategies and products dedicated to advancing sustainable finance. The firm partners with clients in order to understand their unique needs and provide insights and investment solutions tailored to their long-term goals.
Headquartered in Paris and Boston, Natixis Investment Managers is part of the Global Financial Services division of Groupe BPCE, the second-largest banking group in France through the Banque Populaire and Caisse d’Epargne retail networks. Natixis Investment Managers’ affiliated investment management firms include AEW; DNCA Investments;3 Dorval Asset Management; Flexstone Partners; Gateway Investment Advisers; Harris Associates; Investors Mutual Limited; Loomis, Sayles & Company; Mirova; MV Credit; Naxicap Partners; Ossiam; Ostrum Asset Management; Seventure Partners; Thematics Asset Management; Vauban Infrastructure Partners;Vaughan Nelson Investment Management; and WCM Investment Management. Additionally, investment solutions are offered through Natixis Investment Managers Solutions and Natixis Advisors, LLC. Not all offerings are available in all jurisdictions. For additional information, please visit Natixis Investment Managers’ website at im.natixis.com | LinkedIn: linkedin.com/company/natixis-investment-managers.
Natixis Investment Managers’ distribution and service groups include Natixis Distribution, LLC, a limited purpose broker-dealer and the distributor of various US registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers, Natixis Investment Managers S.A. (Luxembourg), Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia.
Provided by Natixis Investment Managers Australia Pty Limited (ABN 60 088 786 289) (AFSL No. 246830). Natixis Investment Managers Australia Pty Limited is authorised to provide financial services to “wholesale clients” and to provide general financial product advice to retail clients only.
1 Cerulli Quantitative Update: Global Markets 2023 ranked Natixis Investment Managers as the 17th largest asset manager in the world based on assets under management as of December 31, 2022.
2 Assets under management (“AUM”) of current affiliated entities measured as of June 30, 2023 are $1,230.1 billion (€1,127.5 billion). AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.
3 A brand of DNCA Finance.
The retail AFSL marks a new stage in Natixis IM’s expansion in the Australian market. As of 1 September, Natixis IM now incorporates the distribution team of local affiliate IML, more than doubling the number of staff it employs in Australia.
Natixis IM is ranked as the world’s 17th largest asset manager* with more than US$1.2 trillion assets under management globally.
Country Head Australia and New Zealand for Natixis IM, Louise Watson, said the retail AFSL is an important milestone for Natixis IM in Australia.
“Financial advisers play a crucial role in steering Australians towards better financial futures. We want to help advisers better serve Australians by bringing greater diversity to the market to ensure investors have more choice in how they achieve their financial goals.
“Our point of difference is our global Expert Collective of high performing active managers that delivers more than 200 strategies across different asset classes including global large, small and medium cap equities, global fixed income, sustainable investing, real estate and private assets.”
Ms Watson said client demand for Natixis IM’s innovative solutions is strong.
“One of the biggest drivers of extending our licence is the inbound interest we are receiving from financial advisers. Australian investors are still highly concentrated in Australian equities and property, which is a tiny part of the global investment landscape. If Australians diversify their investments into other markets and asset classes it can give them more resilient investment portfolios which perform better over the long-term.”
Fabrice Chemouny, Head of International Distribution, Natixis IM commented; “Expanding our existing Australian Financial Services Licence to include retail investors is an exciting development which reflects our strong commitment to Australia. Natixis IM has already built a good foundation among Australian institutional investors, and we are now looking forward to delivering our world-class strategies and client-focused service to financial advisors and individual investors.”
Ms Watson said, “We have a firm wide initiative to ensure that our whole team are focused on the client and what is important to them. We seek to understand their challenges and help clients to solve them with the very best of our global Expert Collective.”
Australian retail investors can currently access strategies from local affiliate IML, as well as global investment managers Loomis Sayles and Vaughan Nelson**. Natixis Investment Managers’ global “Expert Collective” offers more than 200 different investment strategies, from 15+ active asset managers, across asset classes, styles, and vehicles.
** Investors Mutual Limited (IML) AFSL 229988 is the Responsible Entity of the IML Funds (www.iml.com.au/funds), including the Loomis Sayles Global Equity Fund (www.loomissayles.com.au); and the Vaughan Nelson Global Equity SMID Fund (VaughanNelson.com.au).
About Natixis Investment Managers
Natixis Investment Managers’ multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world’s largest asset managers1 with more than $1.2 trillion assets under management2 (€1.1 trillion), Natixis Investment Managers delivers a diverse range of solutions across asset classes, styles, and vehicles, including innovative environmental, social, and governance (ESG) strategies and products dedicated to advancing sustainable finance. The firm partners with clients in order to understand their unique needs and provide insights and investment solutions tailored to their long-term goals.
Headquartered in Paris and Boston, Natixis Investment Managers is part of the Global Financial Services division of Groupe BPCE, the second-largest banking group in France through the Banque Populaire and Caisse d’Epargne retail networks. Natixis Investment Managers’ affiliated investment management firms include AEW; DNCA Investments;3 Dorval Asset Management; Flexstone Partners; Gateway Investment Advisers; Harris Associates; Investors Mutual Limited; Loomis, Sayles & Company; Mirova; MV Credit; Naxicap Partners; Ossiam; Ostrum Asset Management; Seventure Partners; Thematics Asset Management; Vauban Infrastructure Partners;Vaughan Nelson Investment Management; and WCM Investment Management. Additionally, investment solutions are offered through Natixis Investment Managers Solutions and Natixis Advisors, LLC. Not all offerings are available in all jurisdictions. For additional information, please visit Natixis Investment Managers’ website at im.natixis.com | LinkedIn: linkedin.com/company/natixis-investment-managers.
Natixis Investment Managers’ distribution and service groups include Natixis Distribution, LLC, a limited purpose broker-dealer and the distributor of various US registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers, Natixis Investment Managers S.A. (Luxembourg), Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia.
Provided by Natixis Investment Managers Australia Pty Limited (ABN 60 088 786 289) (AFSL No. 246830). Natixis Investment Managers Australia Pty Limited is authorised to provide financial services to “wholesale clients” and to provide general financial product advice to retail clients only.
1 Cerulli Quantitative Update: Global Markets 2023 ranked Natixis Investment Managers as the 17th largest asset manager in the world based on assets under management as of December 31, 2022.
2 Assets under management (“AUM”) of current affiliated entities measured as of June 30, 2023 are $1,230.1 billion (€1,127.5 billion). AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.
3 A brand of DNCA Finance.