Natixis Model Portfolio Program
Newsroom
December 16, 2019
After a year of double-digit equity returns and strong performance for bonds, investment experts from across the Natixis organization are keeping an eye on the uncertainties around the US presidential election cycle and elevated asset prices, according to the Natixis Strategist 2020 Outlook, published today by the Natixis Investment Institute.
Dec. 4, 2019
Despite record highs in major market indexes around the world, institutional investors are apprehensive about market prospects for 2020, according to Natixis Investment Managers global survey of institutional investors. Increased volatility is a top portfolio concern, yet institutional investors aren’t making big changes to their portfolios.
October 28, 2019
Natixis Investment Managers announced that 10 Natixis model portfolios, designed exclusively for use by Merrill Lynch Wealth Management clients and advisors, have been added to the Merrill Lynch Investment Advisory Program. Clients and advisors now have access to the Natixis Tactical Core Models and Natixis Tactical Core Tax Aware Models, which are hybrid portfolios that utilize Natixis’ investment affiliate network along with third party active managers to build a strategic allocation and express tactical tilts through exposure to Exchange Traded Funds.
October 14, 2019
As a result of integrating the issue of gender equality into its line of investment solutions, Mirova is leading a coalition of 66 investors to support the Women’s Empowerment Principles. The coalition represents more than 4 trillion euros in assets under management.
September 19, 2019
Due to a number of factors ranging from rising economic inequality to growing pressures on government resources, the United States dropped two spots among developed nations on the 2019 Global Retirement Index.
August 13, 2019
Natixis Investment Managers polled 17 CEOs, market strategists and economists from across the Natixis organization and its affiliated managers about what investors might expect in the second half of 2019. Findings from the Natixis Midyear Strategist Survey were published by the Natixis Investment Institute.
July 31, 2019
Natixis Investment Managers today announced that Matthew Pearl, of Marlborough, Mass., and Luca Simeone, of Kingston, R.I. have been awarded the 2019 George Wein Jazz Ambassador Scholarship. The scholarships will be presented to Pearl and Simeone during the Newport Jazz Festival taking place Aug. 2-4 at Fort Adams State Park in Newport, R.I.
July 16, 2019
Market volatility has been a wake-up call for many US investors whose high return expectations don’t accurately reflect their appetite and understanding of risk, particularly when it comes to active and passive investing, according to the 2019 Individual Investor Survey released today by Natixis Investment Managers.
May 16, 2019
Natixis Investment Managers compiled information from various surveys of over 12,000 financial professionals, individual investors, and institutional investors in regards to their views on ESG investing. The report found that these investors were drawn to ESG strategies due to personal values but also showed a lack of understanding on why and how ESG is implemented.
In the News
Citywire Professional Buyer, December 19, 2019
Eileen Riley, portfolio manager for Loomis Sayles Global Allocation Fund, ranked #11 in Citywire’s list of the top 20 female portfolio managers in the US.
Wall Street Journal, November 23, 2019
Profile of Dan Fuss, leading bond manager at Loomis Sayles, and Loomis’s succession plans for the manager.
InvestmentNews, August 5, 2019
Natixis Investment Managers was named a Diversity Champion finalist in the 2019 Excellence in Diversity & Inclusion Awards.
Investor’s Business Daily, May 6, 2019
Aziz Hamzaogullari discussed how he executes on a strategy that keeps Loomis Sayles Growth Fund among the best mutual funds industrywide.
InvestmentNews, November 18, 2019
Shannon O’Mara of Loomis Sayles was included among a list of female industry executives and financial advisers honored by InvestmentNews as distinguished leaders at their firms and for advancing the business of providing advice to other women.
Money Management Executive, May 2019
Kathryn Kaminski at AlphaSimplex Group was one of ten to receive a Top Women in Asset Management Award for her contributions within the asset management industry.
Global Management Committee
Jean Raby
Beverly M. Bearden
Oliver Bilal
David L. Giunta
Joseph Pinto
Christophe Lanne
Cyril Marie
Eric N. Ward
Susan Tobin
Philippe Setbon
James Hughes
Chris Jackson
Additional Spokespeople
Edward Farrington, AIF®
Dave Goodsell
Marina Gross
Robert M. Hussey
David Lafferty, CFA®
Awards and Recognition
Refinitive Lipper Fund Awards 2020 (US): WCM Investment Management and Natixis-affiliated Funds earned accolades.1- WCM Investment Managers – Ranked Best Asset Class Group for the three-year period ending November 30, 2019, in the Equity Small Company category.
- Gateway Fund, Y Class [GTEYX] – Ranked best fund based on 22 eligible US funds (67 share classes) for the three-year period and best fund based on 18 eligible US funds (60 share classes) for the five-year period ending November 30, 2019, for the Alternative Equity Market Neutral Funds category.
- Loomis Sayles Global Allocation Fund, Y Class [LSWWX] – Ranked best fund based on 157 eligible US funds (454 share classes) for the three-year period and best fund based on 60 eligible US funds (162 share classes) for the ten-year period ending November 30, 2019, for the Flexible Portfolio Funds category.
- WCM Focused Emering Markets Fund, Institutional Class [WCMEX] – Ranked best fund based on 187 eligible US funds (608 share classes) for the three-year period ending November 30, 2019, for the Emerging Markets Funds category.
- WCM International Small Cap Growth Fund, Institutional Class [WCMSX] – Ranked best fund based on 56 eligible US funds (168 share classes) for the three-year period ending November 30, 2019, for the International Small/Mid-Cap Growth Funds category.
Most Generous Employees2
Natixis Investment Managers was recognized by the Boston Business Journal as having the most generous employees for the eighth consecutive year.
Largest Charitable Corporation2
Natixis Investment Managers was named among the top charitable corporations by the Boston Business Journal, placing 54th out of 105 firms.
Media Contacts
US Affiliates & Natixis Advisors,
Research, Retirement
Maggie McCuen
Director, Public Relations
617-449-2543
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Community, Sponsorship, Recognition
Crystal Sullivan
Director, Public Relations
617-449-2126
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1 Refinitive Lipper Asset Class Group Awards (US): Lipper Equity Small Cap Group Award (2020) eligibility requires that the fund group have at least three distinct portfolios in one of the asset classes – equity, bond or mixed-asset – and each have at least 36 months of performance history ending at November of the evaluation year. For funds with multiple share classes, Lipper selects the share class with the best Lipper Leader score as the basis for the award winner for demonstrating consistently strong risk-adjusted returns during the three-year period compared with peers. Asset class group award winner is based on the lowest average decile rank of three years’ Consistent Return (Effective Return) measure. Past performance is no guarantee of future results. Refinitiv Lipper Fund Awards (US): For funds with multiple share classes, Lipper selects the share class with the best Lipper Leader score as the basis for the award winner for demonstrating consistently strong risk-adjusted returns compared with peers. The highest Lipper Leader for Consistent Return (Effective Return) value determines the fund classification winner for each period. Lipper classification awards are given for the 3-, 5-, and 10-year periods and do not include the effect of sales charges. Past performance is no guarantee of future results.
2 In September 2019, the Boston Business Journal hosted its annual BBJ Corporate Citizenship Summit that convened business leaders on the topics of corporate philanthropy and social responsibility. Natixis Investment Managers and its Boston-based associates earned the following accolades: Named a 2019 Largest Corporate Charitable Contributor (54th out of 105 firms with $1.2 million charitable donations), and the Most Generous Employees distinction (average $1,179 donation per Boston-based associate).
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