Serena Stone is Assistant Vice President and a Portfolio Manager for Active Index Advisors®, a division of Natixis Advisors, L.P. She joined the firm in 2005 and has over 16 years of industry experience. Previously, she was an assistant portfolio manager at Fremont Investment Advisors where she managed enhanced index portfolios benchmarked to the S&P 500® Index.

Ms. Stone graduated with a BS from the University of California, Los Angeles. She also received the Finance Certificate from UC Berkeley Extension. She is a CFA® charterholder and a member of the CFA Society of San Francisco.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

 

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Funds Managed

ASGTactical U.S. Market Fund

Equity allocation that uses a proprietary risk model to tactically adjust market exposure to US equities.

  • $171.84 million Total Net Assets (as of 08/14/2018)
  • Long-Short Equity Morningstar Category™

NatixisSustainable Future 2015 FundSM

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $4.65 million Total Net Assets (as of 08/14/2018)
  • Target-Date 2015 Morningstar Category™

NatixisSustainable Future 2020 FundSM

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $5.50 million Total Net Assets (as of 08/14/2018)
  • Target-Date 2020 Morningstar Category™

NatixisSustainable Future 2025 FundSM

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $3.53 million Total Net Assets (as of 08/14/2018)
  • Target-Date 2025 Morningstar Category™

NatixisSustainable Future 2030 FundSM

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $3.29 million Total Net Assets (as of 08/14/2018)
  • Target-Date 2030 Morningstar Category™

NatixisSustainable Future 2035 FundSM

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $3.74 million Total Net Assets (as of 08/14/2018)
  • Target-Date 2035 Morningstar Category™

NatixisSustainable Future 2040 FundSM

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $3.37 million Total Net Assets (as of 08/14/2018)
  • Target-Date 2040 Morningstar Category™

NatixisSustainable Future 2045 FundSM

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $2.54 million Total Net Assets (as of 08/14/2018)
  • Target-Date 2045 Morningstar Category™

NatixisSustainable Future 2050 FundSM

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $2.56 million Total Net Assets (as of 08/14/2018)
  • Target-Date 2050 Morningstar Category™

NatixisSustainable Future 2055 FundSM

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $2.58 million Total Net Assets (as of 08/14/2018)
  • Target-Date 2055 Morningstar Category™

NatixisSustainable Future 2060 FundSM

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $2.56 million Total Net Assets (as of 08/14/2018)
  • Target-Date 2060+ Morningstar Category™