Investors are faced with various unknowns in all market environments – from interest rate fluctuations, inflation, and geopolitical conflicts to market volatility. While we can’t be immune to all these challenges, arming oneself with a flexible, actively managed investment solution that can adapt to changing opportunities and risks can be a sensible starting point.
Innovative Active ETF Ideas
The growing interest in actively managed ETFs among investors shows their value to enhance your investment options. Natixis’ multi-affiliate active managers’ expertise takes it a step further, offering innovative strategies to help investors face shifting market environments.
|Active Fixed Income ETFs|
|Fund Name||Ticker||Morningstar Category|
|Natixis Loomis Sayles Short Duration ETF||LSST||Short-Term Bond|
|Loomis, Sayles & Company is one of the most renowned names in active fixed income. Their high-conviction approach looks for a yield advantage while actively managing risk under all types of market conditions, including amid rising interest rates.|
|Active Equity ETFs|
|Fund Name||Ticker||Morningstar Category|
|Natixis Loomis Sayles Focused Growth ETF*||LSGR||Large Growth|
|The Loomis Sayles Growth Equity Strategies Team takes a long-term, private equity approach to investing.|
|Natixis Vaughan Nelson Mid Cap ETF*||VNMC||Mid-Cap Blend|
|Natixis Vaughan Nelson Select ETF*||VNSE||Large Blend|
|Vaughan Nelson Investment Management believes information and liquidity gaps in the equity universe – across small, mid, and large cap – can create value opportunities.|
* This ETF is different from traditional ETFs – traditional ETFs tell the public what assets they hold each day; this ETF will not. This may create additional risks. For example, since this ETF provides less information to traders, they may charge you more money to trade this ETF’s shares. Also, the price you pay to buy or sell ETF shares on an exchange may not match the value of the ETF’s portfolio. These risks may be even greater in bad or uncertain markets. See the ETF prospectus for more information.
Natixis Active ETF Approach
Combining renowned investment research and active investment managers with the benefits of an ETF solution:
• Intra-day trading
• Active fund manager insights
Read Our ETF Brochure
Educational ETF Insights
Learn about the potential benefits of actively managed ETFs.
- A Look Behind the Curtain – ETF Primary Markets
- 3 Tips for Trading ETFs
- Tax Efficiency in ETFs, Explained
- Assessing ETF Cost – Understanding the Bid/Ask Spread
Recent ETF Insights
Explore our content to uncover the latest thinking on key issues shaping the ETF landscape, as well as more about our active investment approach from our lead strategists and investment managers.
High conviction, deep analysis, and concentrated portfolio construction could mean better returns with actively managed ETFs.
Want companies with fast-growing earnings, agility, sales growth, and access to capital in your stock portfolio? Don’t forget mid-caps.
Bonds vs. equities, active vs. passive, and options-related ETF activity… what ETF investment activity we expect to see for the rest of 2023.
Why Actively Managed ETFs?
We already know that ETFs can provide superior liquidity, lower costs, and greater tax efficiency relative to some other investment vehicles. Actively managed ETFs can offer the added potential for enhanced risk-adjusted returns based on a skilled portfolio manager’s decision-making and investment process.
While active managers are, of course, challenged when navigating elevated market volatility, their investment insights are supported by proprietary research resources and a team of research analysts to opportunistically select investments with the most compelling risk/reward profiles. In fact, for portfolio managers whose strategies follow a long-term time horizon, short-term market volatility can also be viewed as an opportunity to buy stocks or bonds of quality companies at discounted prices.
RISKS: ETF General Risk: Exchange-Traded Funds (ETFs) trade like stocks, are subject to investment risk, and will fluctuate in market value. Unlike mutual funds, ETF shares are not individually redeemable directly with the Fund, and are bought and sold on the secondary market at market price, which may be higher or lower than the ETF's net asset value (NAV). Transactions in shares of ETFs will result in brokerage commissions, which will reduce returns. Active ETF Risk: Unlike typical exchange-traded funds, there are no indexes that the Fund attempts to track or replicate. Thus, the ability of the Fund to achieve its objectives will depend on the effectiveness of the portfolio manager. There is no assurance that the investment process will consistently lead to successful investing. Equity Securities Risk: Equity securities are volatile and can decline significantly in response to broad market and economic conditions. Foreign Securities Risk: Foreign securities may involve heightened risk due to currency fluctuations. Additionally, they may be subject to greater political, economic, environmental, credit, and information risks. Foreign securities may be subject to higher volatility than US securities, due to varying degrees of regulation and limited liquidity. Currency Risk: Currency exchange rates between the US dollar and foreign currencies may cause the value of the fund's investments to decline. Small and Mid-Cap Stocks Risk: Investments in small and midsize companies can be more volatile than those of larger companies.
ALPS Distributors, Inc. is the distributor for the Natixis Loomis Sayles Short Duration Income ETF, the Natixis Vaughan Nelson Mid Cap ETF, the Natixis Vaughan Nelson Select ETF, and the Natixis Loomis Sayles Focused Growth ETF. Natixis Distribution, LLC is a marketing agent. ALPS Distributors, Inc. is not affiliated with Natixis Distribution, LLC.