- Natixis Investment Managers, a top 20 global asset manager1, will incorporate Investors Mutual Limited’s sales and marketing team to form a multi-channel distribution platform.
- Enhanced distribution platform to provide additional skills and resourcing across institutional, wholesale and retail channels and enhanced client experience.
- Danny King has been promoted to Head of Institutional Sales and Jason Guthrie will be Head of Wholesale, Natixis Investment Managers, Australia.
The distribution platform will bring together the established institutional channels of the Natixis IM team with the retail and wholesale channels of the Investors Mutual Limited (IML) team to provide an enhanced customer experience benefiting from increased distribution resources and scale provided by one of the world’s largest asset managers.
In this strategic alignment of resources and repositioning for growth, IML will retain its portfolio management and product manufacturing capabilities enabling it to focus on its core activity of managing Australian equities, while also playing a key role in Natixis IM’s wholesale and retail activities.
Consolidating these distribution enhancements even further, Danny King has been promoted to Head of Institutional for Natixis IM and brings significant experience and networks to the role having been Director of Institutional Sales for the past two years. Jason Guthrie will lead the team responsible for wholesale and retail channels and become Natixis IM’s Head of Wholesale for Australia. Both, Danny and Jason will report to Louise Watson, Country Head for Australia and New Zealand, Natixis IM.
Fabrice Chemouny, Head of Asia Pacific, Natixis IM said: “This is an exciting development which reflects our commitment to Australia as a world-leading hub for asset management. While Natixis IM already has a good foundation in the Australian marketplace, focused on putting the client first we want to invest further in the right structures to ensure we can deliver on our commitment to investors over the long term.”
Natixis IM and its Affiliates have been managing assets and distributing active investment strategies in the Australian market for more than 20 years. Across Australia and New Zealand, Natixis IM and its Affiliates have accumulated in excess of $30 billion AUM.2
Louise Watson said: “Natixis Investment Managers is excited to welcome a great team of individuals from IML. We want to combine our expertise in the region by offering a competitive and market leading platform that will deliver growth and the opportunity to bring new strategies to this market. Our focus on delivering sustainable solutions from a number of our affiliates has resonated strongly with investors as they align their investment choices with their beliefs. We also want to offer active investment solutions that are aligned to our clients’ needs which in turn, provide their clients with meaningful investment and retirement solutions.”
IML CEO Damon Hambly welcomed the announcement saying it would bring great opportunities to the business. “We are delighted to be part of an expanded and strengthened distribution platform that will provide even greater scope for IML to showcase its expertise to a broader investor market.”
In addition to IML continuing to manage Australian equities, IML will continue to play a key role in supporting Natixis IM’s wholesale and retail activities via its role as a responsible entity and product issuer for some of its Affiliate funds. These include the Loomis Sayles Global Equity Fund and active ETF as well as the Vaughan Nelson Global Equity SMID Fund and active ETF.
“The distribution platform provides IML and our international affiliates with a more co-ordinated way to approach the changing investment landscape, giving Natixis IM the breadth of opportunity and multi-channel capacity that is required to deliver highly active solutions for clients,” said Watson.
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Note to editors
1. Cerulli Quantitative Update: Global Markets 2022 ranked Natixis Investment Managers as the 18th largest asset manager in the world based on assets under management as of December 31, 2021.
2. Source Natixis IM (30.6.2022)
In 2017, Natixis Investment Managers (Natixis IM) acquired a majority ownership stake (51.9%) in Investors Mutual Limited (IML) in Australia, marking an important step in Natixis IMs desire to have a more meaningful presence in Australia.
Natixis IM has over 20 Affiliates, each of which concentrates on the investment styles and disciplines in which they have proven expertise. The Affiliate structure is built on a belief in the power of independent thinking, and purposefully maintains the autonomy, investment philosophy and culture of the firms it acquires.
Investors Mutual Limited (AFSL 229988) (IML) is an Affiliate of Natixis IM and also partners with fellow Natixis IM Affiliates Loomis Sayles and Vaughan Nelson as the responsible entity and issuer the Loomis Sayles Global Equity Fund and active ETF as well as the Vaughan Nelson Global Equity SMID Fund and active ETF.
Both Loomis Sayles and Vaughan Nelson are active fund managers. Loomis Sayles offers strategies which invests across traditional asset classes and alternative investments, while Vaughan Nelson is a Small to Mid-Cap (SMID) international equities specialist manager which recently released its Global SMID ETF offering in the Australian market.
About Natixis Investment Managers
Natixis Investment Managers’ multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 20 active managers. Ranked among the world’s largest asset managers1 with more than $1.1 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; AlphaSimplex Group; 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; Seeyond; 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 U.S. 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.
1 Cerulli Quantitative Update: Global Markets 2022 ranked Natixis Investment Managers as the 18th largest asset manager in the world based on assets under management as of December 31, 2021.
2 Assets under management (“AUM”) of current affiliated entities measured as of June 30, 2022 are $1,156.7 billion (€1,106.7 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.
In Australia: Provided by Natixis Investment Managers Australia Pty Limited (ABN 60 088 786 289) (AFSL No. 246830) and is intended for the general information of financial advisers and wholesale clients only